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THOUGHT LEADERSHIP
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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Friday, the Dow inched downwards by 25.23 points (0.09%) to 29,398.08, the NASDAQ ticked upward by 19.21 points (0.20%) for a 9,731.18 finish, and the S&P 500 was up ever so slightly by 6.22 points (0.18%) for a 3,380.16 close. The Russell 2000 gave up 6.15 points (0.36%) to end at 1,687.58, and the Wilshire 5000 gained 58.52 points (0.17%) to reach 34,428.37. The price of the 10-year Treasury note was up 25/32, lowering its yield to 1.585%, and the price of the 30-year Treasury bond was up 23/32, decreasing its yield to 2.040%.

WEEK’S WORTH: For the week ended February 14, the Dow was up 1.02%, the NASDAQ gained 2.21% and the S&P 500 was 1.58% ahead. The Russell 2000 was up 1.86%, and the Wilshire 5000 was up 1.77%.

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