How to strike the right balance in high yield bonds
Strong 2016 performance and a sharp rally in credit spreads have prompted some investors to take a cautious view of high yield bonds.
There’s no mistaking the raised eyebrow of the Gen Xer. Learn about this independent, resourceful and highly skeptical generation and navigate its key traits to build strong relationships.
While Gen X has been difficult to pin down in the marketplace, they are going to be the next generation controlling the majority of wealth, and it’s such a missed opportunity if financial advisors don’t understand their needs.
1 Hewlett, S. (2014, September 24). 4 Ways to Retain Gen Xers. Retrieved from Harvard Business Review.
2 Collinson, C. Generation X Workers: Retirement Reality Bites Unless Answers Are Implemented. (August 2014).
3 Stephen, B. (2013, February 1). Generation X is the New Sandwich Generation.
4 Taylor, P., & Gao, G. (2014, June 5). Generation X: America’s Neglected `Middle Child’..
5 Smialek, J. (2014, June 9). Lean Retirement Faces U.S. Generation X as Wealth Trails. Retrieved from Bloomberg.
6 Denmark, F. (1998, September 7). UFOs More Credible Than Social Security Pay?
7 Employee Financial Wellness Survey. (2014, April).
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.