Generational wealth involves passing down assets like cash, property, businesses, and other valuables to the next generation. Done right, it ensures financial security and opens doors for your children, grandchildren and successors. But it’s not without its pitfalls. Generational wealth can perpetuate inequalities, sap motivation, and spark family conflicts.

Since the beginning of 2023 equity & bond markets seem to be on two different paths. Equity markets have been rising despite the continuing increase in interest rates by central banks. Bond markets have been pointing to a dramatic slowdown in the economy. How should investors interpret these mixed messages & what can they do about them?