InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Great Wealth Transfer Taking Longer Than Expected
46 minutes Posted Feb 19, 2025 at 12:59 am.
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Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer.

 

Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold.



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