It all begins with an idea. And then blows up like.

CJ at Bloomberg Markets

The Great Wealth Transfer refers to the inevitable passing of wealth from the Baby Boomer generation to GenX, Millennials, and GenZ. The Baby Boom, as the name suggests, created the largest generation in American history, who are now beginning to retire and pass on their wealth.

Majority of millennial and GenZ investors do not trust public markets because they don’t believe that achieving above-average returns is possible solely through stocks and bonds.

A lousy stock market is often no reason for investors to cheer. But for the uber-rich, it may offer a route to lower estate taxes down the road.

The Federal Reserve raised the target federal funds rate by 0.75 percentage points for the third time in a row, in an effort to cool down unrelenting inflation.

It’s well known, at least among tax lawyers and accountants for the ultrawealthy: The estate tax can be easily avoided by exploiting a loophole unwittingly created by Congress three decades ago. By using special trusts, a rarefied group of Americans has taken advantage of this loophole, reducing government revenues and fueling inequality.

Bankers and financiers are not exactly the most popular members of our society these days. By contrast, young tech tycoons seem to be enjoying their moment as America’s economic heroes.

The second piece in our Let’s Talk Private Investments series answers the question of why investors should consider private investments. It’s a natural place to begin private investment education.