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What it Means to be a HENRY (High Earner, Not Rich Yet)
You may not have heard the term HENRY before - it refers
to a High Earner, Not Rich Yet. At AssetGrade, we define
HENRYs as people who:
Make enough money to live a comfortable, but not
necessarily lavish, lifestyle. For much of the US,
that is $200K+ per year per household (top 4%)
Are not yet wealthy enough to live a comfortable
lifestyle solely from their investments. That would
require at least $5M in investable assets if you assume that people have a
3% withdrawal rate and want $150K per year to live comfortably in
retirement
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4 Ways to Invest Like the Ultra Wealthy
The wealthiest amongst us are indeed getting wealthier
because they are both paid more and generate higher
investment returns, as the latest study from Saez and
Zucman shows. Although the ultra wealthy (families with
$30M+) have access to some investments that the
average person does not (like the top private equity or
hedge funds), much of their investment approach is
available to people with more modest means.
So if you are a HENRY (High Earner, Not Rich Yet), here are four ways you can
invest like the ultra wealthy:
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AMA Boston Panel on Financial Services
More Than Debits and Credits
Meet AssetGrade founder and CEO, Pat Cote, on May 13 th as he moderates a
panel hosted by the American Marketing Association Boston with executives from
Fidelity Investments, Radius Bank and US Trust.
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informational purposes only. Investing involves the risk of loss and investors should
be prepared to bear potential losses. Past performance may not be indicative of
future results and may have been impacted by events and economic conditions that
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accuracy or timeliness of such information and assumes no liability for any resulting
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hypothetical vehicles that serve as market indicators and do not account for the
deduction of management fees or transaction costs generally associated with
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