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Portfolio Perspectives

1Q 2016 Outlook: When will risks and opportunities align?

Ivy Asset Strategy Fund


How to hook the generations

The process of choosing a financial advisor for each generation can be diluted down to two critical steps: The Search and The Hook.

Market Perspectives

Fed Update: Yellen repeats "only gradual increases" in rates

Fed Chair Janet Yellen told Congressional committees on Feb. 10-11, 2016, that there are risks to the economic outlook that could affect future interest-rate hikes.

Global Rebalancing

Pistachios: King of Nuts

As economic sanctions against Iran are lifted, Iran is preparing to ramp up its export of pistachios, according to Financial Times. The U.S. and Iran account for about 75% of the world’s pistachio production, and commodity traders are speculating what the impact of more Iranian exports might be.

Portfolio Perspectives

Oil remains focus among commodities

Commodities again faced a difficult year in 2015. Potential headwinds from oversupply in many key commodities still are factors for 2016.

Innovation & Transformation

A Loop’s Beginnings

According to Tech Insider, Elon Musk is moving forward in his development of the Hyperloop, his vision for a high-speed public transportation system.