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| Wealthy Investors Question Adviser Expertise | |
| The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare. Read more > | |
| ERISA VISTA: Prohibited Transaction Relief | |
| When an adviser is a fiduciary to an ERISA plan or an IRA, he is prohibited from receiving certain forms of compensation. Under the prohibited transaction rules in ERISA and the Internal Revenue Code, two types of compensation are prohibited. One is that received from a third party. The second type is variable compensation. Read more > | |
| Market Mirror | |
| Tuesday, the Dow closed 56.21 points (0.21%) lower at 26,430.57, the NASDAQ was up 2.07 points (0.03%) at 7,738.02, and the S&P 500 was down 4.09 points (0.14%) at 2,880.34. The Russell 2000 lost 7.65 points (0.47%) to finish at 1,621.87, and the Wilshire 5000 decreased 53.23 points (0.18%) to 29,734.90. The price of the 10-year Treasury note was up 8/32, decreasing its yield to 3.202%. The price of the 30-year Treasury bond increased 24/32, bringing its yield down to 3.363%. | |
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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