| Sponsored message from Lincoln Financial Group |
| WHAT’S MORE IMPORTANT THAN RETIREMENT? |
| Retirement plan participants think they should be saving more, but day-to-day expenses, debts, and other competing priorities get in the way. See other common expenses and how Lincoln can help.
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| Retirement Industry People Moves |
| Allianz Hires Director for Marketing of Tools and Services; Colony Enacts Mergers with Bridgewater Wealth and BWA; Three Bell Capital Partners with BPM Advisors; and more.
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| Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018 |
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“Understanding and discussing the tax impact of your investment and retirement account withdrawal recommendations is not the same thing as giving tax advice,” explains Joe Elsasser, president of Covisum.
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| 2018 PLANADVISER National Conference |
| Whether you’re looking for fresh perspectives, a new provider partner or even the next adviser teammate, PANC is the place to vault your practice to the next level. New this year will be the opportunity for advisers to earn their PLANSPONSOR Retirement Professional designation while at the conference.
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| Market Mirror |
| Friday, the Dow climbed 228.46 points (0.89%) to finish at 25,803.19, the NASDAQ gained 49.29 points (0.68%) to finish at 7,261.06, and the S&P 500 closed 18.68 points (0.67%) higher at 2,786.24. The Russell 2000 was up 5.18 points (0.33%) at 1,591.97, and the Wilshire 5000 increased 168.57 points (0.59%) to 28,917.67.
The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.549%. The price of the 30-year Treasury bond was up 9/32, decreasing its yield to 2.855%.
WEEK’S WORTH: For the week ending January 12, the Dow gained 2.01%, the NASDAQ closed 1.74% higher, and the S&P 500 was up 1.57%. The Russell 2000 climbed 2.05%, and the Wilshire 5000 increased 1.68%.
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