Samuel Deane

Samuel Deane is a financial advisor and president of Deane Wealth Management, a registered investment advisor for founders and tech employees. The wealth management firm specializes in equity compensation, financial planning, investment management, and tax planning. After spending some time working in an industry traditionally reserved for wealthy retirees, he realized that he could provide wealth management and financial planning services more efficiently for his generation.

92%

The Daily's Verdict

This author is known for its high journalistic standards. The author strives to maintain neutrality and transparency in its reporting, and avoids conflicts of interest. The author has a reputation for accuracy and rarely gets contradicted on major discrepancies in its reporting.

Bias

90%

Examples:

  • The article presents a positive outlook on the role of financial advisors in helping millennials and Gen Z with their financial planning.
  • The author highlights how younger generations are influencing the way financial advice is given.
  • There's an emphasis on the importance of professional advice for next-generation investors.

Conflicts of Interest

100%

Examples:

No current examples available.

Contradictions

100%

Examples:

No current examples available.

Deceptions

85%

Examples:

  • The article cites a McKinsey survey to support the author's claims about millennials and Gen Z's preferences for financial planning.

Recent Articles

Millennials and Technology: Shaping the Future of Saving, Investing, and Financial Management

Millennials and Technology: Shaping the Future of Saving, Investing, and Financial Management

Broke On: Tuesday, 18 June 2024 Millennials are revolutionizing the financial landscape with their unique approach to saving, investing, and technology usage. According to recent studies, 29% of Americans believe technology will significantly impact investing over the next five years, particularly among Millennials who prioritize employer-offered financial management programs. Kitco News reports that Millennials are becoming the dominant demographic in finance and investing. Gen Z exhibits divided attitudes towards saving for retirement while facing challenges in the housing market. Younger millennial women have seen economic improvements with educational opportunities and delayed family formation. The McKinsey survey reveals advisors shifting towards holistic financial advice as Millennials and Gen Z seek comprehensive wealth coaching.