Investing Strategies by Age
Investment strategies should be fluid and change over time—what’s best for Gen Zers or Millennials isn’t even close to the same investment strategy...
2 min read
Rocket Dollar : August 30 2018
Finovate Fall is one of the largest financial technologies (FinTech) summits, featuring more than 1,500 attendees and more than 80 companies.
Rocket Dollar CEO and Co-Founder, Henry Yoshida, has been invited to share his expertise on the future of retirement as a Finovate panelist for a discussion titled, Retirement: Big FI and Fintech Share Future Vision.
Yoshida will share the stage with three fellow expert panelists: Daniel Gusev, Managing Partner of Gauss Ventures
Peter Fishman, Senior Vice President and Head of Digital Investment Solutions for Citizens Bank, Randy Fernando, Managing Director and Head of Investing for Acorns.
The panel will be moderated by Robin Weiss, head of U.S. East Coast and Israel innovation ecosystem for Fidelity Investments. It is scheduled for Wednesday, September 26, from 2 to 2:30 p.m. The main Finovate Fall 2018 summit will be held Sept. 24-26, with an additional day slated for Sept. 27. The event is at the Marriott Marquis Times Square in New York City. The summit brings together a wide range of financial technology experts who provide insight and advice about macro issues and trends in four key areas: banking and financial payment technologies, digital lending, emerging technologies, and investment/wealth technologies.
Retirement – especially how it’s changing – is a topic Yoshida is uniquely qualified to speak on. In addition to being a Certified Financial Planner, Yoshida was a finalist for the American Society of Pension Professionals and Actuaries 401(k) leadership award, as well as a two-time finalist for PlanSponsor’s retirement plan advisor of the year award. His last fintech company, Honest Dollar, is an IRA account focused robo-advisor that was acquired by Goldman Sachs. He founded Rocket Dollar to provide account holders with expanded options for alternative retirement investments that allow much greater control, as well as for increased opportunities for angel and crowdfunding investment opportunities at both the local and national levels.
“Retirement in the future will be very different from what it’s been in the past. We created a company that allows people to invest very differently with their retirement dollars,” Yoshida says. “I spent many years in the retirement industry and have good idea of where things are going. I saw how people invested their retirement money through the internet bubble, and that was overlaid against the backdrop of the events and aftermath of 9/11, namely Enron’s downfall and Sarbanes Oxley through the Pension Protection Act.
“Since 2000, we’ve had two crazy downturns in the stock market, followed by the longest-running bull market in history,” Yoshida adds. “It’s created an environment where there are tens of trillions of dollars sitting in traditional investments, and between now and 2025 more than $10 trillion in wealth will change hands through retirement and inheritances.”
Anyone interested in learning more about Yoshida’s presentation at Finovate Fall 2018 can email him directly at henry@rocketdollar.com. Or, of course, you could always come attend the panel discussion in person with his personalized 25 percent off discount code (FKV2343SPK).
“It is a great honor to be selected to speak at Finovate – it’s one of the top financial technology conferences in the country,” Yoshida says.
Investment strategies should be fluid and change over time—what’s best for Gen Zers or Millennials isn’t even close to the same investment strategy...
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Henry Yoshida, CFP®, our CEO at Rocket Dollar, which helps Americans unlock retirement funds with Self-Directed IRAs and Solo 401(k) plans, writes...