The largest generational wealth transfer in history is happening right now, and women are at the center of it. Over the next two decades, women are expected to inherit more than $30 trillion in financial assets, reshaping the landscape of wealth management.
A Week of Strategic Shifts and Economic Resilience: The first week of February 2025 showcased notable market dynamics, with traditional tech leaders experiencing a strategic repositioning. While the S&P 500 and Nasdaq showed modest declines, international markets demonstrated strength, particularly in Emerging Markets with a 1.1% gain. Contact us to learn more.
For decades, the 60/40 portfolio—a classic mix of 60% equities and 40% bonds—was considered the gold standard for long-term investors seeking balanced growth and risk mitigation.