MultiGen Wealth Services

On Martin Luther King Jr. Day, we’re reminded that leadership is rooted in service, responsibility, and trust.

As financial advisors, our role is to help guide thoughtful decisions, supporting long-term stability, clarity, and confidence for the people and families we serve. These principles shape how we approach every relationship and every plan.

Wishing you a meaningful Martin Luther King Jr. Day.

Is the AI Revolution underhyped? Check out this shorter TedTalk from a key industry insider to learn more about this.

The AI Revolution Is Underhyped | Eric Schmidt | TED The arrival of non-human intelligence is a very big deal, says former Google CEO and chairman Eric Schmidt. In a wide-ranging interview with technologist Bil...

“A nickel ain’t worth a dime anymore.”

Yogi Berra

Let’s Go, Tridents Up 🔱

“Do not save what is left after spending; instead spend what is left after saving.”

Warren Buffett

Sunday walk, thinking of the past week, positive impacts and connections. The week ahead, meetings, new opportunities and working to make a difference for our communities.

Chelan County Emergency Management

🙏 for our families in the Cashmere, Wenatchee area. Stay safe and if we can be of any assistance please reach out, thinking of you and your families.

Long term bullish have many reasons why, one key piece to share today:

In the USA we have:
GenZ ages 13-28, 70 Million
Millennials ages 29-44, 73 Million strong 💪
GenX ages 45-50, 65 Million
Boomers ages 61-79, 70 Million

Demographic consumption driven by the and should continue to push this bull market. This long term story on consumption and the need for labor is what helps develop innovation and productivity.

Charlie Munger on Warren Buffett on how we designed .

1. He wanted continuous maximization of rationality, skills, and devotion of the most important people in the system, starting with himself.
2. He wanted Win/Win results everywhere in gaining loyalty and by giving it.
3. He wanted decisions that maximized long term results, seeking these from decision makers who usually stayed long enough in place to bear the consequences of decisions.
4. He wanted to minimize the bad effects that would almost inevitably come from a large bureaucracy at headquarters.
5. He wanted to personally contribute, like Professor Ben Graham, to the spread of wisdom attained.

Great advice for any business owner.

Nice research piece from LPL Financial, be optimistic but keen an eye on valuation.

Will Stocks Rally in Year Two of Fed Rate Cuts? LPL Research discusses how the stock market has historically performed during year two of Federal Reserve rate-cutting cycles.