| Sponsored message from T. Rowe Price |
| A Different Perspective on Sequence-of-Returns Risk Around Retirement |
| Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.
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| The ‘Volatility’ Conversation |
| In an interview with PLANADVISER last August, Katherine Roy, chief retirement strategist at J.P. Morgan, suggested that the long streak of equity market gains retirement plan investors enjoyed heading into the early part of last year created a fair amount of overconfidence and complacency.
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| J.P. Morgan, LIMRA Offer Planning Guides for Financial Advisers |
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The J.P. Morgan guide includes late-cycle retirement discussions, and the LIMRA guide highlights 10 common myths of pre-retirees and retirees.
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| MassMutual Tool Provides Personal Financial Wellness Score |
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MapMyFinances also offers guidance to help people achieve their financial goals.
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| Watson Publishes 403(b) Plan eSource for ERISApedia.com |
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“We believe that The 403(b) Plan eSource will be the ‘go-to’ resource for 403(b) professionals and will allow 403(b) professionals to find answers to their compliance questions easily and quickly,” says Timothy McCutcheon, JD, CPA, MBA, publisher of ERISApedia.com.
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| Market Mirror |
| Yesterday, the Dow was up 65.23 points (0.25%) at 25,914.10, the NASDAQ increased 25.95 points (0.34%) to 7,714.48, and the S&P 500 closed 10.46 points (0.37%) higher at 2,832.94. The Russell 2000 climbed 10.39 points (0.67%) to 1,563.93, and the Wilshire 5000 gained 129.08 points (0.44%) to finish at 29,322.83.
The price of the 10-year Treasury note decreased 3/32, bringing its yield up to 2.603%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 3.014%.
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