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Chart of the Day: Invested Wealth

John Keefer, Portfolio Manager Oct 8, 2026
Bar chart showing an estimated $36 trillion in wealth transfers over the next 20 years, with $28 trillion expected to remain invested or saved and $8 trillion expected to be spent.

Contents

Today’s Chart of the Day from Visa's The great wealth transfer reality check estimates that a significant percentage of wealth transferred over the next 20 years will remain invested across a variety of assets like stocks, bonds and property. The smaller portion of the wealth transfer is expected to drive spending and stimulate the economy.
Chart of the Day

About the Author

John Keefer, Portfolio Manager
John Keefer, Portfolio Manager

John joined Crews Bank & Trust as a Trust Investment Associate in September 2025 and was promoted to Portfolio Manager in 2026. He holds a Bachelor of Science in Business Administration with a focus in Finance and Banking from the University of Missouri, along with an Investment Certificate. In his role, he supports portfolio maintenance and analysis while helping clients work toward their financial goals.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal. Past performance is not indicative of future results.

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