January 5th, 2018

After ‘Perfect’ 2017, Bob Doll and Nuveen Equity Team Voice 2018 Optimism “How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another in the short term.” Read more > Advisers Need to Find Balance With Investors’ Risk Aversion Cerulli Associates says this is advisers’ biggest challenge. Read more > FinTech Product Providers Hard At Work Programming Tax Cut Response Changes to the tax code will impact retirement planning beyond individual and pass-through business taxation; investing support tools and tax management platforms trusted by advisers have to make their own adjustments. Read more > Investment Products and Services Launches State Street Global Advisors reveals latest SPDR ETFs, and Charles Schwab announces addition of 12 ETFs to OneSource. Read more > Zero/Zero Share Classes Hit $1.2t 74 investment managers now offer these funds Read more > MOST READ ARTICLES

Advising Women to Take More Risk Female clients may need to change their investments Read more > Singles Behind in Retirement Savings Forty-four percent of single people are saving for retirement, compared to 63% of married people Read more > Market Mirror Thursday, the Dow climbed 152.45 points (0.61%) to 25,075.13, the NASDAQ was up 12.38 points (0.18%) at 7,077.92, and the S&P 500 gained 10.93 points (0.40%) to finish at 2,723.99. The Russell 2000 increased 3.15 points (0.20%) to 1,555.72, and the Wilshire 5000 closed 92.12 points (0.33%) higher at 28,273.22.   The price of the 10-year Treasury note was down 1/32, increasing its yield to 2.452%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.785%.

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