Meagan Rogers, CFA, CFP

Meagan Rogers, CFA®, CFP®, is manager, fixed income research, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2011, she is responsible for inquiries on fixed income portfolio construction and design and for idea generation with regard to opportunities in the fixed income market. In addition, she assists with fixed income research, as well as researching industry trends related to the fixed income market.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Uncovering Investing Trends Across Generations

Women and Wealth: Insight into Female Clients' Decision-Making Process

Uncovering Investing Trends Across Generations

Posted by Meagan Rogers, CFA, CFP

April 17, 2018 at 10:00 AM

Today, the Baby Boom generation (1946–1964), Generation X (1965–1981), and Generation Y (a.k.a. millennials [1982–2000]) represent a fairly even distribution of our country’s workforce and shape the dominant consumption patterns driving the U.S. economy. Each of these generations has been influenced by different economic events that have shaped their financial attitudes and beliefs. But what’s really interesting? Their financial goals, asset allocations, and investment preferences share meaningful similarities. Let’s uncover some of the investing trends across generations, including similarities and differences, as well as potential opportunities for financial advisors.

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Topics: Asset Management & Investing

Women and Wealth: Insight into Female Clients' Decision-Making Process

Posted by Meagan Rogers, CFA, CFP

August 4, 2015 at 10:00 AM

The topic of women and wealth is one that is increasingly gaining global attention among a variety of audiences, and rightly so. Over the past 50 years, the role of women in industry, the economy, and the global wealth landscape has evolved dramatically. And as with other historically underserved—and occasionally misunderstood—market segments, women represent a key growth opportunity for the financial services industry. To be sure, the industry's ability to adapt and evolve to better serve the unique needs of women will likely determine the trajectory of growth.

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Topics: Behavioral Finance

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