We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.