Cash/stocks/mutual funds. No Home Equity please.
So you want to sell them your private client portfolio services ?
Anyone above 32 who has been in big 5 tech would be a millionaire unless they made bad investments.
So, you guys don't buy houses?
About 7
Multiply tax deferred accounts by 0.6?
Does bitcoin count?
I feel like millionaires in CA are pretty common. I'm a millionaire. Mix of cash/stock/funds.