Should investors be worried about tariffs?
Talk of tariffs and trade wars have dominated the headlines, but what's the real economic impact? The Ivy team share their views.
Good for you for digging into the Traditionalists. Did you know that their loyalty can easily be taken for granted? Advisors that hope to keep Traditionalists will need to stay engaged and accessible, continue to prove their worth and proactively form relationships with their heirs.
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3 Wells Fargo. (2012, July). Managing Affluence Across Generations.
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5 U.S. Trust. 2012 U.S. Trust Insights on Wealth and Worth.TM
6 Forbes. (2014, August 13). The Silent Generation, “The Lucky Few” (Part 3 of 7).
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8 MetLife Mature Market Institute. (2011, June). The MetLife Study of Elder Financial Abuse. Crimes of Occasion, Desperation, and Predation Against America’s Elders.
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.