Newsletters

July 22nd, 2019

072319 PLANADVISERdash

July 19th, 2019

PLANADVISERdash – July 22, 2019

July 18th, 2019

PLANADVISREdash – July 19, 2019

July 18th, 2019

071919 PLANADVISERweekend

July 17th, 2019

071819 PLANADVISERdash

July 16th, 2019

071719 PLANADVISERdash

July 15th, 2019

PLANADVISERdash – July 16, 2019

July 12th, 2019

PLANADVISERdash – July 15, 2019

July 11th, 2019

PLANADVISERdash – July 12, 2019

July 11th, 2019

071209 PLANADVISERweekend

July 10th, 2019

071119 PLANADVISERdash

July 9th, 2019

071019 PLANADVISERdash

July 9th, 2019

070919 PLANADVISERdash

July 5th, 2019

PLANADVISERdash – July 8, 2019

July 2nd, 2019

070319 PLANADVISERdash

July 2nd, 2019

PA19 TLRU June

July 1st, 2019

070219 PLANADVISERdash

July 1st, 2019

070119 PLANADVISERdash

June 28th, 2019

062819 PLANADVISERweekend

June 27th, 2019

PLANADVISERdash – June 28, 2019

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

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

PLAY VIDEO

Women & Investing

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

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

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

PLAY VIDEO

How to Invest in a Health Savings Account

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

PLAY VIDEO

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

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

PLAY VIDEO

Challenges for the Modern Adviser

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

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

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

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

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

PLAY VIDEO

Who Should Use a Health Savings Account?

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

MARKET MIRROR

Monday, the Dow gained 17.70 points (0.07%) to finish at 27,171.90, the NASDAQ closed 57.65 points (0.71%) higher at 8,204.14, and the S&P 500 climbed 8.42 points (0.28%) to 2,985.03. The Russell 2000 was down 3.11 points (0.20%) at 1,544.78, and the Wilshire 5000 gained 80.08 points (0.26%) to 30,687.66.

The price of the 10-year Treasury note increased 1/32, bringing its yield down to 2.044%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.575%.