Millenniaires are the other millennials few refer to: most chatter revolves around this demographic group’s inability to commit to buying a home, mostly due to affordability concerns. There is another group within this vibrant sector of society: wealthy, successful millennials who have earned early wealth, and the other group that have access to wealth or… [Read More]


Posted by Leonard Steinberg, President of COMPASS, on July 2nd, 2015 The Greatest Generation is in the midst of transferring massive amounts of wealth to their baby boomer kids (and grandkids), the largest generational transfer of wealth in history……to date. This is happening simultaneously to the beginnings of an even larger wealth transfer from Baby… [Read More]