Katie Schoen

Manager of Private Wealth Management Equity and Fixed Income Research at Robert W. Baird & Co
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  • It’s never a bad thing when you have a takeover offer at a price higher than your current per-share price.

    27 November 2018
  • Intro to Katie's "A Young Professional's Guide to Investing:"

    "By 2025, Millennials will make up as much as 75% of the workforce. But many in the nation’s largest generation, now mostly in their 20s and early 30s, have yet to embrace investing in the stock market to meet long-term goals like funding a retirement. In fact, only one in three invest in stocks, and only four in 10 have greater than $10,000 saved for their post-working years.

    Many speculate about the reasons for this: Some young professionals may view investing as too risky after watching their parents or other family members lose money during significant market downturns. Some may find themselves cash-strapped as they struggle to pay off high student loan debt while managing higher living expenses. Some may lack confidence in their knowledge about investing and how the stock market works.

    Whatever the reason, it’s never too late to start investing and the greater risk is in waiting too long to start. And, it’s not enough to simply sock cash away in an emergency fund, which won’t earn much – if any – interest or make sure your hard-earned dollars keep pace with the rate of inflation. It’s a proven fact that the stock market historically produces better returns than other investments over time, and young professionals will need to rely on those returns and the power of compounding to achieve financial security later in life."

    27 November 2018
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    27 November 2018
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