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Articles published in December 2020

An Attitude of Gratitude

2 Minute read

December 18, 2020

The end of the calendar year is fondly referred to as the “most wonderful time of the year,” and is traditionally a season for spending time with loved ones and reflecting on your blessings. However, it may not always be easy to express gratitude after troubling times. Here are a few reminders as to why you should be thankful during this holiday season.

Massive Wealth Transfer in Next 30 Years: Are Millennials ready?

2 minute read December 1, 2020 Did you know that the largest transfer of wealth in history will happen in the next 30 years? Over the next 10 years alone, US$4.1 trillion is anticipated to change hands, according to the Wealth-X and NFP Family Wealth Transfers Report, released in January 2015. The United States will see the greatest amount of wealth transfers, with US$6 trillion set to change hands in the next 30 years — amounting to nearly 40 percent of the global total. This begs the question: Have we prepared the next generation and have we passed on our values to those who will be managing the corporations and the government amidst so much wealth?