Making Dollars and Sense: The Critical Role of Financial Literacy

As April marks Financial Literacy month, we recognize that budding investors are facing a backdrop of economic uncertainties and the ever-growing complexities of financial markets. With a staggering 78% of Americans living paycheck-to-paycheck and a significant portion of the population unable to cover unexpected expenses, understanding the basics of money management is essential for making informed decisions. But what are some steps our industry can take to help consumers be more financially literate? How are different generations impacted by this issue? What are the impacts of digital innovations on this topic? On this episode of Disruptive Forces, Dr. Renée Baker, founder of the RBI Group sits with host Anu Rajakumar to share her extensive experience and passion for empowering individuals through financial knowledge, and to showcase why this is a topic not just for April, but for all year round.

This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

© 2024 Neuberger Berman Group LLC. All rights reserved.