The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
U.S. mid caps are one of the most dynamic investment types in the market. Mid caps’ spot in the center of the range means they often bring strong risk/return potential for today’s nervous investor. In a time when the right portfolio construction matters more than ever, explore the opportunity to win with mid caps.
A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.
Advisors are busier than ever. Wouldn’t it be great to have a virtual assistant to help schedule meetings, update to-do-lists or check on how a stock is performing? Discover how Amazon’s Alexa can keep you organized and make you more efficient.
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.
Due to the recent housing shortage, Millennials are shaking up homeownership the same way they’re changing everything from retail to technology.
Whether you’re watching them to laugh or to cry, movies have a way of reflecting our world back to us. Discover which movies have defined each generation, what resonates with them and why.
Regardless of your generation, it is important to have conversations about what you value most in life and how you would want to be treated in specific health or medical situations.
If your family is like many others, talking about money is taboo. Don’t let poor communication be the reason your legacy doesn’t last for generations.
Generational differences impact everything from family dynamics to charitable giving. You can help clients who are raising funds for philanthropic organizations by sharing this article with them.
Parental involvement in children’s lives has slowly but surely streamed into the workplace. Rather than shake your head, discover how the parent/Millennial relationship can benefit your office.
If back to school shopping has you reminiscing your own “Back in my day” college adventures, rewind the clock to see how the college experience has changed.
Discover why the saying ‘a picture is worth a thousand words’ can help explain why emojis are frequently used to connect with friends and family.
Understanding finances is a basic building block for adulthood. Discover strategies you can use to raise a generation of financially smart kids.
