Category: FIVG Defiance ETFs

Wealth Transfer and Investment Behaviors

The richest generation in US history will pass away over the next 25 years, with their $68 trillion in wealth transferring to the next generation. The so-called baby boomers, those born between 1946 and 1964, value loyalty and relationships and follow traditional investment practices, often relying on a personal financial advisor. Their children, Generation X born between 1965 and 1977, ...

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