Talk of tariffs and trade wars have dominated the headlines, but what's the real economic impact? The Ivy team share their views.
Volatility is the nature of oil prices and is likely to continue in the next year. Uncertainty about supply and demand is adding volatility and remains a key issue for the market now.
There is concern about an inverted yield curve, which has been a precursor to several past recessions. But we do not believe a downturn is on the horizon.
Not always a small-ticket item, the benefits of 529 plans offer much more than tax advantages. Discover how other advisors are seizing the value of the 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.
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.
Meet Generation Edge (AKA Gen Z). Discover how this truly digital native generation is entering the working world and will add another lay of generational diversity.
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
Crowdfunding is gaining popularity and paving the way for the next generation of giving. Explore how this new form of fundraising is capturing the attention and dollars of younger generations while traditional nonprofits are struggling.
