Sponsored message from Cuna Mutual Retirement Solutions |
The Great Wealth Transfer |
Generations of Possibilities
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SEC Issues Proxy Guidance |
Notably, the release states, an adviser should consider whether to apply a uniform proxy voting policy to every client, or to tailor the policy to the client or groups of clients. The answer to this question will largely depend on the extent to which he has agreed with each client to provide proxy voting services and whether his clients all have the same investment strategies or objectives.
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They Should Take It With Them |
Auto-portability can dramatically effect workers’ savings when the person moves from job to job.
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Market Mirror |
Wednesday, the Dow was virtually unchanged at 27,492.56, the NASDAQ decreased 24.05 points (0.29%) to 8,410.63, and the S&P 500 was up 2.16 points (0.07%) at 3,076.78. The Russell 2000 closed 10.07 points (0.63%) lower at 1,589.54, and the Wilshire 5000 was down 19.10 points (0.06%) at 31,332.44.
The price of the 10-year Treasury note increased 26/32, bringing its yield down to 1.820%. The price of the 30-year Treasury bond was up 7/32, decreasing its yield to 2.307%.
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