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 | Stretch IRA’s Disappearance Demands Trust Adjustments“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group. Read more > |
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| Limited 529 Plan Knowledge Holds Savers (and Advisers) Back | |
| Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are. Read more > | |
| Innovest’s Culture of Compassion | |
| Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition. Read more > | |
| Market Mirror | |
| Yesterday, the Dow was up 83.28 points (0.29%) at 28,907.05, the NASDAQ climbed 95.07 points (1.04%) to 9,273.93, and the S&P 500 increased 22.78 points (0.70%) to 3,288.13. The Russell 2000 closed 11.96 points (0.72%) higher at 1,669.61, and the Wilshire 5000 gained 249.91 points (0.75%) to finish at 33,487.06. The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.844%. The price of the 30-year Treasury bond decreased 27/32, bringing its yield up to 2.301%. | |
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