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.
As the U.S. re-emerges from shelter-in-place orders, Ivy believes we could see economic activity bounce back in the second half of the year. However, soaring unemployment and the possibility of a second COVID-19 outbreak are formidable headwinds to recovery. Our panelists recently discussed the public health, macroeconomic and market implications for the path forward.
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.
Discover how to help your clients from becoming victims.
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.
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.
 LATCHKEY KIDS Xers earned this nickname by coming home after school to an empty house. They became independent, learning how to manage their own time – doing homework, watching TV and cooking their own dinner. |
 VIDEO GAMES Created in 1980, Pac-Man revolutionized the gaming world by establishing the maze chase genre. Xers were the first generation exposed to the video game world, and many played this classic at arcades after school. |
 MICHAEL JORDAN The Chicago Bulls star is considered one of the greatest basketball players of all time, earning him the nickname “Air Jordan.” Many kids were looking for heroes, and MJ delivered. |
 TV MUSIC VIDEOS MTV launched in 1981 with the music video “Video Killed the Radio Star” by The Buggles. The creation of MTV changed the way Xers spent their free time. |
 24-HOUR MEDIA Founded in 1980, CNN was the first television channel to provide 24-hour news coverage. Xers watched live as many institutions were called into question by 24-hour news. |
 CHALLENGER EXPLOSION A tragic and pivotal moment of Gen Xers’ formative years, the 1986 Challenger disaster created misgivings about NASA. This was just one example of how trusted institutions let this generation down. |
 MISSING CHILDREN ON MILK CARTONS Etan Patz’s disappearance in 1979 sparked the missing children’s movement. Grabbing a milk at lunch, Xers witnessed first-hand how dangerous the world can be. |
 PERSONAL COMPUTER Xers remember the debut of the Apple I and the first mass-marketed personal computer, the Commodore PET. Millennials may believe they are the first high-tech generation, but Gen Xers were truly the pioneers. |
 DOT COM BOOM AND BUST The rise of the Internet was a major milestone for Xers. The subsequent tech bust created another source of skepticism for the generation. |
of Xers believe they can no longer count on pensions, Social Security and Medicare.1
of Xers have not tried to calculate what they need to save for retirement.2
of Xers identify as a “saver” vs. a “spender.”3
are concerned about the possible financial strain of caring for aging parents.4
of Gen Xers will leave an inheritance to children and grandchildren.5
of Xers feel optimistic about their financial future.6
94% of Xers believe it’s critically important for them to build their own financial security in retirement.1
66% of Xers think their financial plan needs improvement.7
78% of Xers are interested in receiving financial advice.8
1 Generations Apart℠ How boomers and Generation Xers are facing their financial futures. (2015, April). Allianz.
2 Fact Book 2016. A Guide to Information, Trends, and Data in the Retirement Income Industry. (2016). Insured Retirement Institute.
3 2017 Allianz Generations Ahead Study – Quick Facts #1. (2017). Allianz.
4 Retirement 2.0 Research Report. Generation X shares their vision for retirement. (2015). Ameriprise Financial.
5 Family Wealth Checkup. A multigenerational study on how families talk about money and long-term financial planning. (2017). Ameriprise Financial.
6 Gen Z and the Challenges/Opportunities Driving Their Financial Mindsets. (2016, Aug. 11). Lincoln Financial Group.
7 The Gen X Retirement Dilemma. (2017). Northwestern Mutual.
8 TIAA 2016 Advice Matters Survey. (2016, Sept. 29). TIAA.
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.
