6min chapter

Excess Returns  cover image

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

Excess Returns

CHAPTER

Navigating Market Risks Amidst Generational Wealth Transfers

This chapter explores the implications of passive investing and the market risks tied to generational wealth transfers. It addresses concerns about baby boomers' withdrawal pressures and millennials' investment behavior, alongside geopolitical influences on U.S. equity markets.

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