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Market Perspective / 08.15.18
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.
Portfolio Perspective / 08.13.18
Oil market still focused on supply/demand
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.
Market Perspective / 08.06.18
Recession not on horizon, despite yield curve concerns
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.
Seize the True Value of 529 Plans
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.
Attracting assets in motion
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.
Why advisors need to understand 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.