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.
Do you want to get to know the youngest generation, Gen Edge? Brush up on your screen presence because this digital generation prefers communicating via Skype and learning via YouTube. It won’t be long before this generation is a key part of your practice.
1Market Wired. (2015, March 30). Deep Focus’ Cassandra Report: Gen Z Uncovers Massive Attitude Shift Toward Money, Work and Communication Preferences. [Press release].
2 MacKenzie, J., McGuire, R., & Hartwell, S. (2014). Magid: The First Generation of the 21st Century.
3 Ameriprise. (2014, June 18). Gen Z and Money Survey 2014.
4 Eagan, K., Lozano, Jennifer., Hurtado, S., Case, M. (2013). The American Freshman: National Norms Fall 2013. Cooperative Institutional Research Program.
5 Northeastern University. (2014, October). 4th Installment of the Innovation Imperative Polling Series: Portrait of Generation Z. Northeastern University.
6 Palley, Will. (2012, April). Gen Z: Digital in their DNA. JWT.
7 Junior Achievement. (2012). Teens and Careers Survey.
8 T. Rowe Price. (2015, March). T. Rowe Price 7th Annual Parents, Kids & Money Survey.
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.
