Welcome to the Rising Gen Library
Rising Gen is rooted in the belief that what matters to you, matters to us. We are dedicated to empowering the next generation to steward their family’s wealth, values, and legacy, while creating their own path through trusted resources and meaningful connections.
Register for the Rising Gen Program
WEBINARS
College Advisory with ESM Prep
College admissions experts Katie Levy and Billy Downing from ESM Prep share strategic guidance on essential topics for the application process.
ESM Prep's Director of Undergraduate Mentorship & Graduate Admissions Dr. Carley Nuzzo will share expert tips for building a strong résumé and making the most of college for the path that's best for you.
Financial Foundations
Brought to you by Wealthspire, the Financial Foundations virtual series is designed to build financial confidence and open the door to meaningful money conversations. From investing basics to inter-generational planning, each session is crafted to educate and empower the next generation.
Resources We Love
The Psychology of Money
By Morgan Housel
The 10-K Diver
@10kdiver on X
Investopedia
Financial Education
Archive
- One Up on Wall Street by Peter Lynch
- The All-In Podcast hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg
- How the Economic Machine Works by Ray Dalio
Important Disclosure Information:
This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FINANCIAL PARAPLANNER MANAGEMENT SPECIALIST™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Wealthspire, or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
