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Retirement Read Time: 3 min

A Meal for All Generations

A Meal For All Generations. Millennials, Gen Xers, and baby boomers are often portrayed as a trio constantly at economic odds with one another. But how much of this is actually true? There's no denying that these groups are different, but they may have more in common than you might think.Born approximately between 1981 and 1996 (1). Driven, civic-minded, open-minded on diversity, achievement-oriented (2). Historical Experiences: Columbine, 9/11, the Internet, the Great Recession. Motivations: Responsibility, work-life balance, experiences, financial security. Roughly 72 million millennials in the United States (3). The most diverse generation in U.S. history (4). Seventy-eight percent of Millennial workers are saving for retirement (5). Fun fact: Millennials read 5 books a year on average (6).Generation X: Born approximately between 1965 and 1980 (1). Flexible, informal, skeptical, and independent. Historical Experiences: The AIDs epidemic, the Fall of the Berlin Wall, the Birth of MTV, the Dot-Com Boom. Motivations: Diversity, work-life balance, personal growth, learning (2). Roughly 65 million Gen-Xers in the United States (3). Gen Xers make up the highest percentage of startup founders at 55% (2). Gen Xers will outnumber baby boomers by 2028 (2). Fun fact: Gen X was the first generation to grow up with personal computers. (7)Baby Boomers: Born between 1946 and 1964 (1). Optimistic, competitive, workaholic, team-oriented. Historical Experiences: The Vietnam War, Civil Rights Movement, Watergate, The Space Race. Motivations: Loyalty, duty, travel, family (2). Roughly 69 million baby boomers in the United States (3). Baby boomers own 51% of all wealth in the U.S. (8). Baby boomers spend $935 on average per year on their pets (9). Fun fact: Baby boomers own $17 trillion in personal real estate (10)Sources: 1. Yahoo.com, May 12, 2025 2. PurdueGlobal.edu, 2025 3. Statista.com, 2025 4. Britannica.com, May 20, 2025 5. Napa-net.org, 2025 (based on a 2023 report) 6. ExpertEditor.com, May 1, 2024 7. Britannica.com, April 20, 2025 8. FederalReserve.gov, 2025 9. MarketWatch.com, February 18, 2025 10. FreddieMac.com, December 2024
 

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Form CRS ADV Part 3

Moseley Investment Management, Inc. is registered as an investment advisor.

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All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary.

This website is intended to provide general information about Moseley Investment Management and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information. Market data, articles, and other content on this website are based on generally available information and are believed to be reliable. Moseley Investment Management does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Third Party Consent: Moseley Investment Management, Inc. makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of any unaffiliated third party website that is either linked or incorporated herein. All such information is provided solely for convenience purposes only.

SUMMARY OF BUSINESS CONTINUITY PLAN & PRIVACY POLICY

Moseley Investment Management specifically has developed a Business Continuity Plan. In accordance with this rule, MIM has developed a plan to ensure that we can continue to run our business during periods of business emergencies.  Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan. To read the full plan & the privacy policy, click here.

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Moseley Investment Management, Inc
Office: (941) 745-2799
Fax: (941) 746-1424

1724 Manatee Ave W
Bradenton, FL 34205

info@moseleyinvestment.com

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