September 8, 2026

Tags :Wealth

$Great Wealth Transfer vs. great disappointment: Baby boomers pass on a fraction of their fortune$

Great Wealth Transfer vs. great disappointment: Baby boomers pass on

Peter Lynch August 8, 2026

Baby boomers are sitting on immense wealth after benefiting from a historic era of economic growth and financial gains, but heirs shouldn’t get their hopes up too much. Estimates of the so-called Great Wealth

Investment Opportunities Markets

‘The first time ever in my career’: Senior Citi executive

Peter Lynch August 7, 2026

Wealthy American families are increasingly seeking to book assets outside the United States — a shift so pronounced that one of Citi’s top wealth executives says she’s never seen anything like it in her

Investing Investment Opportunities

Someone broke into Liechtenstein’s secret wealth haven list overnight

Peter Lynch August 3, 2026

A cyberattack tapped the data of some 31,000 people in Liechtenstein’s register of people behind companies and foundations in the wealthy principality, the government said. The “register of economic beneficiaries” was accessed at night from

Markets Startups

Most billionaires practice ‘slow philanthropy.’ MacKenzie Scott is a major

Peter Lynch August 2, 2026

MacKenzie Scott has wowed just about everyone with her approach to philanthropy. (Except for Elon Musk, who implied the billionaire philanthropist makes the world a worse place). The fascination with Scott doesn’t just have

Investing Investment Opportunities

Elon Musk’s fortune slumps to pre-SpaceX IPO levels after rout

Peter Lynch August 1, 2026

SpaceX pulled off a successful launch last Friday evening at its Starbase facility in South Texas, sending its Starship rocket into orbit. It hasn’t stopped Elon Musk’s fortune from falling back to Earth.

Investing Markets

Chady M. AlAhmar, ONB wealth management CEO, sells $310k in

Peter Lynch August 1, 2026

Chady M. AlAhmar, CEO, Wealth Management at Old National Bancorp (), sold 11,771 shares of the company’s common stock on July 30, 2026. The shares were sold at a price of $26.4076 per share, totaling approximately $310,843. Following this transaction,

Investment Opportunities Startups

Ultra-rich are buying up $49 million mansions in London, with

Peter Lynch July 30, 2026

Wealthy Americans are swapping U.S. ZIP codes for foreign postcodes, chasing stability as the U.S. grapples with a soaring cost-of-living, political polarization, and economic uncertainty. And now, they’re snapping up prime real

Investing Investment Opportunities

Millionaires leaving UK: CEO of $1 billion tax firm says

Peter Lynch July 29, 2026

The number of British millionaires has dropped to its lowest level in nearly two decades—and high taxes under the Labour government and persistent inflation are being blamed. Last November, the nation’s business secretary

Investment Opportunities Markets

Sun Life launches global private wealth platform targeting Asia’s booming

Peter Lynch July 28, 2026

Canadian insurer Sun Life is launching an integrated private wealth platform to support high-net-worth individuals as they build, preserve, and transfer assets across borders. Life insurers are racing into the wealth management space, tapping a

Investing Startups

McKinsey: Global households got $40 trillion richer in 2025 as

Peter Lynch July 27, 2026

Global households added a record $40 trillion in wealth in 2025, pushing total household net worth to $570 trillion—a 7.3% jump that outpaced the 5.9% average growth rate seen since 2000—as the world’s overall balance sheet of assets

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Tags :Wealth

Great Wealth Transfer vs. great disappointment: Baby boomers pass on

‘The first time ever in my career’: Senior Citi executive

Most billionaires practice ‘slow philanthropy.’ MacKenzie Scott is a major

Elon Musk’s fortune slumps to pre-SpaceX IPO levels after rout

Chady M. AlAhmar, ONB wealth management CEO, sells $310k in

Ultra-rich are buying up $49 million mansions in London, with

Sun Life launches global private wealth platform targeting Asia’s booming

McKinsey: Global households got $40 trillion richer in 2025 as

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