August has been a highly volatile period for the financial markets. Reignited trade tensions and recent yield-curve inversions have spooked investors, culminating in a 3% drop in the S&P 500 Index on Aug. 14, its worst day of the year. Ivy provides its perspective on these two market moving events.
The big four tech giants – Apple, Amazon, Facebook and Google – are facing antitrust investigations and scrutiny over data privacy. And surprisingly, the push is gaining bipartisan support. Is it just noise for the tech sector or a larger threat to investors?
The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.
Parents are preparing their kids to head back to school as the topic of affording college tuition looms large. Discover how you can help your clients with 529 plans.
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.
