August has been a highly volatile period for the financial markets. Reignited trade tensions and recent yield-curve inversions have spooked investors, culminating in a 3% drop in the S&P 500 Index on Aug. 14, its worst day of the year. Ivy provides its perspective on these two market moving events.
The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.
Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?
Retirement plans have undergone significant changes this year, and more are pending. Discover how the changes will impact plans, employee participation and compliance implications.
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
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.
