The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Don’t let the current crisis prevent you from growing your business.
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Baby Boomers are gearing up to mobilize one of the greatest wealth transfers in history. Enhance your understanding of this optimistic and competitive generation and learn why connecting with their kids will benefit your practice.
1 Insured Retirement Institute. Boomer Expectations for Retirement 2014: Fourth Annual Report on the Retirement Preparedness of the Boomer Generation. (2014, April). Retrieved from: http://myirionline.org/docs/default-source/research/boomer-expectations-... 2014.pdf?sfvrsn=0
2Bloomberg Business. (2013, September 17). Preparing for the Mature Consumer Boom. Retrieved from: Bloomberg.
3 Merrill Lynch. Work in Retirement: Myths and Motivations (2014). Retrieved from: https://mlaem.fs.ml.com/content/dam/ML/Articles/pdf/MLWM_Work-in-Retirem...
4 SU.S. Trust. 2015 U.S. Trust Insights on Wealth and Worth ® Survey. Retrieved from: http://www.ustrust.com/publish/content/application/pdf/GWMOL/USTp_ARTNTG...
5 Ameriprise Financial. Money Across Generations IIsm study, Confidence and Conversations (2012). Retrieved from: http://newsroom. ameriprise.com/images/20018/MAG%20Research%20Report%20Confidence%20&%20Conversations%203-22-12.pdf
6 Insured Retirement Institute. Boomer Expectations for Retirement 2015: Fifth Annual Report on the Retirement Preparedness of the Boomer Generation. (2015, April). Retrieved from: http://myirionline.org/docs/default-source/research/iri-boomer-expectati... 2015-fifth-annual-update-on-the-retirement-preparedness-of-the-boomer-generation_2.pdf?sfvrsn=2
7 PewResearch Center. The Sandwich Generation, Rising Financial Burdens for Middle-Aged Americans. (2013, January). Retrieved from: http://www.pewsocialtrends.org/files/2013/01/Sandwich_Generation_Report_...
8 MetLife Mature Market Institute. The MetLife Study of Caregiving Costs to Working Caregivers. (2011, June). Retrieved from: https://www.metlife.com/assets/cao/mmi/publications/studies/2011/Caregiv...
9 Hearts and Wallet. Press Release Baby Boomers Who’ve Cut Apron Strings for Adult Kids Twice as Likely to Be Retired Than Ones Who Haven’t. (2015, March). Retrieved from: http://www.heartsandwallets.com/baby-boomers-whove-cut-apron-strings-for... to-be-retired-than-ones-who-havent/news/2015/03/
This information is prepared by an unrelated independent third party, BridgeWorks, and is provided for informational purposes only. Ivy Distributors, Inc., believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.
