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June 29, 2026 Investor Insights Thumbnail

June 29, 2026 Investor Insights

Investor Insights

Financial Anxiety

June 29, 2026

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

 

  • 42% of U.S. adults report being financially dependent on their parents, including 53% of Millennials and 33% of Gen Xers. Additionally, one in five do not expect to ever achieve financial independence. 1
  • The 2020s have been the worst decade on record for bond investors, with 10-year Treasuries returning -0.5% annually. By comparison, annualized returns were 12.0% in the 1980s and 7.4% in the 1990s. *2
  • Financial anxiety is no longer limited to lower-income households. A Wall Street Journal survey found that 86% of upper- and upper-middle-class Americans believe their children will be worse off financially than they are, up from 64% in 2019. 3
  • Alphabet (Google) is replacing Verizon in the Dow Jones Industrial Average. Historically, companies added to the Dow have gained an average of just 0.4% over the following year. *4

Sources:

  1. MFS - "Beyond the News"
  2. A Wealth of Common Sense - "Why Are Investors Holding More Cash?"
  3. WSJ - "America's Economic Anxiety Is Rising Up the Income Ladder"
  4. Barron's - "Alphabet Joined the Dow—and It Didn't Help. What to Do With the Stock Now"

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

Glen Eagle Advisors, LLC is an SEC Registered Investment Advisor 

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