We’re living in one of the most unusual market environments in decades. Valuations are elevated, AI is reshaping everything, the Fed has been accommodating, and geopolitical tensions are rising, fast! In times like these, wealthy investors may see opportunities but also heightened risk.
May 28, 2026
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2026 Financial Planning Guide
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Preparing Heirs for the $84 Trillion Wealth Transfer
Over the next two decades, an estimated $84 trillion in wealth will move from Baby Boomers and Generation X to their heirs and charities. Of that amount, more than $72 trillion will go directly to beneficiaries. While this unprecedented shift presents opportunities, it also highlights risks.
