Newsletters

June 19th, 2019

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June 18th, 2019

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June 17th, 2019

PLANADVISERdash – June 18, 2019

June 14th, 2019

PLANADVISERdash – June 17, 2019

June 13th, 2019

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June 12th, 2019

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June 11th, 2019

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June 10th, 2019

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June 7th, 2019

PLANADVISERdash – June 10, 2019

June 6th, 2019

PLANADVISERdash – June 7, 2019

June 5th, 2019

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June 4th, 2019

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June 3rd, 2019

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May 31st, 2019

PLANADVISERdash – June 3, 2019

May 30th, 2019

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May 29th, 2019

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May 28th, 2019

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May 28th, 2019

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May 23rd, 2019

PLANADVISERdash – May 24, 2019

May 22nd, 2019

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

PLAY VIDEO

Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

Redefining Wellness: It Starts with the Employer
Sponsored by Ascensus

MARKET MIRROR

Wednesday, the Dow inched upward by 38.46 points (0.15%) to finish at 26,504.00, NASDAQ increased by 33.44 points (0.42%) to 7,987.32, and the S&P 500 ticked upward by 8.71 points (0.30%) for a 2,926.46 close. The Russell 2000 eked upward by 5.35 points (0.35%) to 1,555.58 and the Wilshire 5000 gained 100.24 points (0.33%) to reach 30,128.91.

The price of the 10-year Treasury note was up by 24/32, decreasing its yield to 2.030%, and the price of the 30-year Treasury bond was up by 2/32, decreasing its yield to 2.543%.