Summer 2023
Regions Wealth Insights magazine

When it comes to transferring wealth to the next generation, conversations have always been an essential tool. In our recent issue of Insights magazine, we look at both the tried-and-true investing advice that should be transferred down, as well as topics that can specifically help Gen X, millennials and Gen Z create their own financial strategies for the future.

Explore the summer 2023 Wealth Insights magazine

Strategies for preserving – and growing – new wealth

As an often-overlooked generation – Gen X – takes greater leadership and gains more affluence, now’s the time for a step-by-step financial strategy for all future generations.

Five lessons for creating a family legacy

Building a family legacy isn’t a one-time event, it takes constant preparation and planning. Here are five lessons to help build your family’s legacy.

Your intro to cryptocurrency

Before considering even a small investment in cryptocurrencies, it is important to understand how digital currency works, trades and fluctuates in value.

Moving on after a divorce in your 50s

Gray divorces can create challenges. Here is a checklist of things to consider during and after a divorce. 
global investment

Is it time to go abroad?

How international investments in emerging markets could benefit your portfolio.

What the current political climate means for your finances

Here’s what to do – and not to do – with your investments in 2023.

How to steer clear of common financial pitfalls

Women come up against unique financial hurdles throughout their lives. Here’s what you can do to get past them.

Planning for transition in uncertain times

Strategies, structures and tactics to make your family business transition plan a success.

How to help aging parents manage their finances

Here are some practical strategies for talking to elderly parents about their finances. 

Investing: Isn’t there something I should be doing?

You may be watching the markets. If so, don’t panic

How does two factor authentication work?

Understand how two-factor authentication can protect your accounts.

Tools & Resources

Regions Wealth Podcast

Regions Wealth Podcast

Your family legacy

Market insights for Wealth Management clients

Investment strategy outlook

Monthly Investment Strategy Outlook