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Blockchain technology has emerged as the main medium for secure peer-to-peer digital payments. And we aren’t stopping at secure payments. We now have cryptocurrencies, such as Bitcoin, based on this latest technology.
Market Perspectives / 01.19.18
U.S. dollar faces another challenging year
The U.S. dollar had a rough year in 2017, falling in value against every currency from the “Group of Ten” industrialized countries. What’s the potential for 2018?
Market Perspectives / 01.18.18
Equity valuations look high – should investors care?
Are high equity valuations a concern now? Or will the current bull market continue to run?
Webcasts / 02.02.18
Clients are increasingly expecting guidance beyond basic financial issues. One way you can help is to include legacy conversations as part of your service offering. Discover how with our latest webcast.
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.
September Highlights: A dramatic autumn in Washington
While the turmoil in Washington D.C. has at times seemed more of a soap opera than a legislative session, there are several crucial issues that must be resolved now that Congress is back in session.
Join us as we share Beltway-insider knowledge on the happenings in Washington and how they may impact the markets, including:
The budget: A new budget must be passed by Oct. 1 or a government shutdown could occur.
Ongoing Russia hearings: Who is up next to testify, and what will they have to say?
Tax reform: Can Congress pass a new tax bill amidst the swirling investigations and grand juries? If so, when and what will it look like?
Chief Political Strategist
Horizon Investments View Full Bio
View Full Bio
Greg Valliere is a regular columnist for Barron's magazine and is a veteran commentator on Washington developments and how they affect investors. He also is the Chief Global Strategist for Horizon Investments.
Greg has been following Washington policies for the past 40 years. He has been affiliated with many investment companies, including Charles Schwab, Inc,. where he was the Research Director for several years at the Charles Schwab Washington Research Group.
He specializes in nonpartisan coverage of budget and tax issues, federal regulations, monetary policy and -- of course -- politics.
Greg is a regular guest on CNBC, CNN, Fox Business TV, Bloomberg radio and TV and CBS radio. He also is quoted frequently in the nation's press, including the Wall Street Journal.
Greg has a Series 7 license and is a member of several professional associations, including the Conference of Business Economists. A graduate of George Washington University, Greg and his wife Mary live in downtown Washington, D.C., at the Watergate.
Derek L. Hamilton Global Economist
Ivy Investment Management Company View Full Bio
Derek Hamilton joined Waddell & Reed in 1996 as an economic analyst. He assumed international analyst responsibilities in 2000, specializing in foreign currencies and international economics. He was appointed assistant vice president and international economist in 2007 and appointed vice president and global economist in 2010. He was appointed senior vice president in 2015.
Mr. Hamilton graduated from Rockhurst College in 1996 with a BSBA in Finance/Economics. He earned an MBA in Finance/Management from Rockhurst College in 1999.
Mr. Hamilton is a member of the CFA Institute, the CFA Society of Kansas City and the National Association for Business Economics (NABE).
Daniel P. Becker, CFA Portfolio Manager
Ivy Investment Management Company View Full Bio
Dan Becker is co-portfolio manager of the large cap growth product suite of mutual funds and institutional accounts. He assumed co-portfolio manager responsibilities for the product suite in 2006. He has been portfolio manager of Ivy VIP Growth and Waddell & Reed Advisors Vanguard Fund since 1997 (managing the VIP portfolio 1997 to 1998, 2006 to current). He has been portfolio manager of Ivy Large Cap Growth Fund since 2000. He is a portfolio manager of Ivy Focused Growth NextShares, an exchange-traded managed fund, since the fund’s inception in 2016.
Mr. Becker joined Waddell & Reed in 1989 as an equity investment analyst. He was appointed assistant vice president and named assistant portfolio manager in 1993. He assumed responsibility for equity institutional accounts in 1994. He was appointed vice president in 1996 and senior vice president in 2000.
Mr. Becker graduated from the University of Wisconsin at Madison in 1987 with a BS in Mathematical Economics. He earned a Masters of Science with an emphasis in Finance, Investments, and Banking from the University of Wisconsin Graduate School of Business in 1989. Mr. Becker was previously affiliated with the State of Wisconsin Investment Board as a research technician from June 1988 through February 1989 and as an investment analyst beginning in February 1989.
Mr. Becker is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.