The greatest wealth transfer in history is accelerating, with an estimated $84 trillion moving from Baby Boomers to younger generations, peaking in 2026. This seismic shift is fundamentally changing the stock market and investment landscape.
Traditional 60/40 portfolios are being abandoned as younger investors embrace fractional real estate, private credit, and values-aligned investing. Instead of big banks, platforms that allow buying a piece of a skyscraper for as little as $100 are gaining traction.
The rules of wealth have officially been rewritten. Investors who adapt to these new trends stand to benefit from this historic redistribution of capital.