Trends with Benefits #98: Financial Literacy with Lisa Crafford
April 25, 2023
Listen Time 33:41 MIN
April is Financial Literacy Month, and there’s no better way to celebrate than chatting with Lisa Crafford, Director and Head of Business Consulting at BNY Mellon, Pershing. Lisa talks about how market conditions may affect people’s approach to financial literacy and how both schools and financial advisors can help alleviate this problem. We discuss “finfluencers” (financial influencers) and social media’s impact on financial education, including the benefits and downsides. Lastly, Lisa shares her “hidden gem” when it comes to investment tools.
Show Notes:
02:03 The Importance of Financial Literacy Today
05:38 Where Lisa’s Passion Began
08:18 The Impact of COVID-19 on Financial Literacy
14:48 The Role of Market Conditions
23:31 How Advisors Can Help
25:07 Lisa’s Investing “Hidden Gem”
26:50 Long-Term Trend
29:22 Trend or Fad
Trend or Fad
Listen for Lisa’s views on defined benefit pension plans, “buy now, pay later,” artificial intelligence, and the four-day work week.
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Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this video.
The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.
©️ Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017
IMPORTANT DISCLOSURES
Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this video.
The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.
©️ Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017