The Fresh Take Winter 2023

December 13, 2023
  • Capital Partners
In our Q4 2023 edition of The Fresh Take, a BBH Next Gen newsletter, we highlight what you need to know about your personal finances.
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According to a 2022 financial literacy study, only 43% of Gen Z, 48% of Millennials, and 49% of Gen X were able to correctly answer finance-related questions. This knowledge gap could be related to the lack of financial education offered in schools: As of June 2023, only 29 states require students to take a stand-alone financial literacy course to graduate high school.

This holiday season, our gift to you is the personal finance issue of The Fresh Take. From how to construct a personal balance sheet to picking credit cards and retirement plans, this issue seeks to help you build and strengthen your financial literacy skills. What a better way to enjoy the holiday season than to budget for the gifts you’ll buy and learn to save or invest the gifts you might receive?

We hope you head into 2024 feeling more educated and confident in your personal finance journey.

Your Personal Balance Sheet: A View into the Future

The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
Read More

Four Ways to Maximize Your First Financial Windfall

Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
Read More

Learning to Launch: What to Know When Getting a Credit Card

Relationship Manager Laura Salibello outlines key considerations for getting your first credit card.
Read More

Planning for Retirement: To Roth or Not to Roth

Planning for retirement in your 20s? Smart move. Let us help you understand the options.
Read More
Up Next
Up Next

Your Personal Balance Sheet: A View into the Future

The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
Read It

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