Published in InvestmentNews on December 16, 2020

Trips in 2021 are on millennials’ minds, financial planner Treyton DeVore wrote. “Having a younger clientele, I’m starting to see people saving for experiences more than saving for purchases.”

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Coindesk: Gen Z and Millennials Need Financial Advice, Too

AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests.

Treyton DeVore

NerdWallet: What is a Non-fungible Token (NFT)? Definition & What to Know Before You Buy

Treyton DeVore

Morning Brew: How to Save Money on Your Side Hustle Taxes

You can deduct business expenses that the IRS considers “ordinary and necessary.” Examples could include home office expenses and car mileage and depreciation. And, great news—you can take the standard deduction for your personal income and itemize your business deductions at the same time.

Treyton DeVore

WealthMgmt: SmartAsset Reaches Unicorn Status

Kopelman uses a long-term marketing approach of “dripping” original marketing on potential clients for months to years, which ends up being more cost-effective, he explained. “When they need help, they’ll turn to you.”

Thomas Kopelman

Business Insider: 23 of the best financial advisors for millennials

Featured in Business Insider

Thomas Kopelman

IBD: Digital Marketing Made Easy: Advisors Create Catchy Videos And Gain Viewers

Treyton DeVore

ThinkAdvisor: 11 Big Investing Mistakes Advisors, Clients Made: Advisors' Advice

Treyton DeVore

Trust & Will: Gen Z & Money: 3 Personal Finance Tips

Treyton DeVore

MarketWatch: ‘There’s always a lot of hype around IPOs’: Read this before buying Airbnb stock

Treyton DeVore

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Investment News: Credit Card Debt Being Used for Gifts, Hurting Retirement

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