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.
Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.
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You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
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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.
1Shullman Research Center. (2014, March). Millionaires Have Their Own Generation Gap.
2 Wells Fargo. (2014). Millennials and Money.
3 Tan, A. (2014, June). Millennials Face Financial Hurdles.
4 Northwestern Mutual, 2014 Planning and Progress Study. (2014).
5 Generation D: An Emerging and Important Investor Segment. (2013).
6 15 Economic Facts about Millennials. The Council of Economic Advisers. (2014, October).
7 Harris Interactive and Deloitte. (2013, January).
8 Hill, C. (2014, October 8). 1 in 4 Millennials ‘Trust no one’ for Money Advice.
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.
