Newsletters

February 15th, 2019

PLANADVISERdash – February 19, 2019

February 14th, 2019

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February 13th, 2019

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February 12th, 2019

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February 11th, 2019

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February 8th, 2019

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February 7th, 2019

PLANADVISERdash – February 8, 2019

February 6th, 2019

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February 5th, 2019

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February 4th, 2019

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February 1st, 2019

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January 31st, 2019

PLANADVISERdash – February 1, 2019

January 30th, 2019

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January 29th, 2019

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January 28th, 2019

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January 25th, 2019

PLANADVISERdash – January 28, 2019

January 25th, 2019

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January 23rd, 2019

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January 22nd, 2019

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January 18th, 2019

PLANADVISERdash – January 22, 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

PLAY VIDEO

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

PLAY VIDEO

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

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

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

MARKET MIRROR

Friday, the Dow climbed 443.86 points (1.74%) to 25,883.25, the NASDAQ was up 45.46 points (0.61%) at 7,472.41, and the S&P 500 increased 29.87 points (1.09%) to 2,775.60. The Russell 2000 closed 24.14 points (1.56%) higher at 1,569.25, and the Wilshire 5000 gained 310.98 points (1.09%) to finish at 28,804.23.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.666%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.996%.

WEEK’S WORTH: For the week ending February 15, the Dow gained 3.09%, the NASDAQ was up 2.39%, and the S&P 500 increased 2.50%. The Russell 2000 climbed 4.17%, and the Wilshire 5000 finished 2.66% higher.

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