Now as part of Truist, BB&T Wealth clients gain the advantage of utilizing resources through the legacy Suntrust Investment Services group as well.
We’ve all seen that part in the movie where the weary desert wanderer has been walking for hours and is dying of thirst.
You may have noticed that our market commentary production has expanded.
We find ourselves on the cusp of the largest wealth transfer event in history as baby-boomers begin to see their wealth passed down to the millennial generation. It’s estimated 45 million households in the U.S. will transfer $68 trillion of wealth over the next 25 years
Building wealth involves hard work, dedication and discipline. Spending your wealth and distributing it is often more complex and requires careful planning. So, what is the ideal time to think strategically about wealth distribution?
Finding the right balance of stocks, bonds and other assets to help you achieve your goals can feel elusive.