Newsletters

August 23rd, 2019

PLANADVISERdash – August 26, 2019

August 22nd, 2019

PLANADVISERdash – August 23, 2019

August 21st, 2019

PLANADVISERdash – August 19, 2019

August 20th, 2019

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August 19th, 2019

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August 16th, 2019

PLANADVISERdash – August 19, 2019

August 15th, 2019

PLANADVISERdash – August 16, 2019

August 14th, 2019

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August 13th, 2019

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August 13th, 2019

PLANADVISERdash – August 13, 2019

August 9th, 2019

PLANADVISERdash – August 12, 2019

August 8th, 2019

PLANADVISERdash – August 9, 2019

August 7th, 2019

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August 6th, 2019

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August 5th, 2019

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August 2nd, 2019

PLANADVISERdash – August 5, 2019

August 1st, 2019

PLANADVISERdash – August 2, 2019

July 31st, 2019

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July 30th, 2019

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July 29th, 2019

PLANADVISERdash – July 30, 2019

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

PLAY VIDEO

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

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

PLAY VIDEO

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

Participants Have The Right Mindset, But “We Still Have Work To Do”
Sponsored by Charles Schwab

MARKET MIRROR

Friday, the Dow lost 623.34 points (2.37%) to finish at 25,628.90, the NASDAQ closed 239.62 points (3.00%) lower at 7,751.77, and the S&P 500 decreased 75.84 points (2.59%) to 2,847.11. The Russell 2000 was down 46.52 points (3.09%) at 1,459.48, and the Wilshire 5000 fell 782.58 points (2.61%) to 29,154.25.

The price of the 10-year Treasury note increased 8/32, bringing its yield down to 1.531%. The price of the 30-year Treasury bond climbed 1 31/32, decreasing its yield to 2.022%.

WEEK’S WORTH: For the week ending August 23, the Dow was down 0.99%, the NASDAQ lost 1.83%, and the S&P 500 decreased 1.44%. The Russell 2000 fell 2.29%, and the Wilshire 5000 finished 1.50% lower.