Tag: preserving wealth
-
How To Survive The Largest Generational Wealth Transfer In Human History
A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…
-
Protecting Your Portfolio In A Turbulent Market
Investment experts who predicted a turbulent stock market this year have seen their prophecies come true. One of the more recent examples came when a spike in long-term interest rates unnerved investors, sending major U.S. stock indexes on a downward clip. The volatility is expected to continue, and the dramatic ups and downs could leave…