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The Great Wealth Transfer refers to the massive intergenerational transfer of assets, primarily from Baby Boomers (born 1946–1964) to their heirs and charitable organizations. In the United States alone, over $100 trillion is expected to be transferred over the next 20 years.

The Great Wealth Transfer refers to the massive intergenerational transfer of assets, primarily from Baby Boomers (born 1946–1964) to their heirs and charitable organizations. In the United States alone, over $100 trillion is expected to be transferred over the next 20 years.

Typically, when we write these newsletters we focus on one topic. Today, I’ll provide a bonus two-topic edition. Somewhat fittingly, both sections share the same underlying theme but from two different angles. We will cover inherited irrevocable trusts along with a brief update on the Federal Reserve and recent market volatility.

Most investors default to “don’t sell, don’t pay tax.” And while tax deferral is valuable, it’s not always the best long-term strategy. This is where the idea of a “capital gains budget” comes in.

Most investors default to “don’t sell, don’t pay tax.” And while tax deferral is valuable, it’s not always the best long-term strategy. This is where the idea of a “capital gains budget” comes in.