Truist Wealth

A better understanding of your potential lifespan can be the key to improving the quality of life you leave to loved ones. From creating more efficient living wealth transfers to structuring more adaptive wills and trusts, Wealth teammates can show you how planning for longevity is fundamental to creating an enduring legacy. bit.ly/3R6DPZb

Our February Market Navigator explains why we're maintaining our "Bull in a China Shop" outlook for 2025. Despite headline volatility, the market's primary uptrend remains intact, demonstrating remarkable resilience through recent challenges. Learn why we're optimistic about U.S. large caps and how to position your portfolio. bit.ly/3QhGjmQ

Truist Wealth’s co-chief investment officer, Oscarlyn Elder, had an inspiring conversation with entrepreneur and philanthropist Ed Satell on the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That. They talked about the importance of taking action to promote one’s values. Listen to their conversation. bit.ly/3CJEA6O

Great estate plans are built around the unique dynamics of your family. And in a blended family with children from multiple spouses, honoring those dynamics means balancing asset inheritance with interpersonal relationships that are often complex. In this article, Wealth teammates provide insights for crafting a plan that helps address these concerns and provides for a unique family legacy. bit.ly/3WLMEL1

If you missed our live discussion on January 14, there’s still time to check out the recording. As an investor, you’ll learn why—much like a bull in a china shop—you’ll need to navigate a delicate landscape this year. We continue to be optimistic about the ongoing economic expansion—and the likelihood of further stock market gains—but with a keen awareness of potential disruptions. Our Investment Advisory Group experts explain: bit.ly/40Hx3yC

Building family culture is crucial to sustaining wealth. Tune into Episode 25 of our podcast, I’ve Been Meaning To Do That, and discover ways you can help establish your family’s culture. bit.ly/3WkziFr

Thrilled to congratulate our Truist Wealth Advisory Teams recognized on the 2025 Forbes Best-in-State Wealth Management Teams list — our largest group ever! Their dedication to delivering a Purpose Driven Wealth Experience, nurturing client relationships, and having meaningful conversations beyond just finances is truly inspiring. This recognition is well deserved.    Each team of advisors recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.   Congratulations to all!    #TruistWealth #PurposeDrivenWealthExpereince   

Learn why we’re optimistic about the ongoing economic expansion—and the likelihood of further stock market gains—but with a keen awareness of potential disruptions. Our Co-Chief Investment Officer & Chief Market Strategist, Keith Lerner, explains: bit.ly/4foH3Rp

Preparing the next generation to continue family wealth starts with how you talk with your children. Get tips on discussing wealth preservation with your adult children in Episode 24 of our podcast, I’ve Been Meaning To Do That. bit.ly/3ZKHX5U

Wealth transfer is a long-term process. It begins with a well-crafted estate plan and grows through thoughtful communication among your family members. https://bit.ly/40RA0ga