Best wealth management advice is tilting toward high-quality

Best wealth management advice is tilting toward high-quality dividend aristocrats, as Fed minutes hint at possible rate cuts in Q3, potentially boosting equity multiples. Lynch said for modern investors “there are so many things that are better,” with guardrails in place that were not there for past generations, and with 63% of Americans owning their homes, building wealth in that manner, versus far fewer owners in the 1920s. Some designations that might be relevant when comparing the best wealth management firms include: Private banking reports indicate best wealth management integrating alternative assets like private equity secondary markets for yield enhancement.