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Weekday news and analysis for retirement plan advisers
Friday, July 30, 2021
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Data & Research
The Art of Comparing TDF and Balanced Fund Performance
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
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T. Rowe Price CEO Change Reflects Financial Industry Trends
During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.
Today’s Most Read
1. Op-Ed: Financial and 401(k) Trends to Consider
2. Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
3. Northern Trust Accused of Fiduciary Breaches Related to AutoZone 401(k)
New Bill Would Change Saver’s Credit to Government Match
The Encouraging Americans to Save Act would expand the saver’s tax credit and add a COVID-19 recovery bonus for middle- to low-income workers.
Sponsored by Invesco
Demystifying the Language of Retirement
Find out what terms and explanations click with DC plan participants.
Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor access to public fixed income strategies; and more.
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
Market Mirror Market Mirror Graph

Thursday, the Dow gained 153.60 points (0.44%) to finish at 35,084.53, the Nasdaq was up 15.68 points (0.11%) at 14,778.26, and the S&P 500 increased 18.51 points (0.42%) to 4,419.15. The Russell 2000 closed 15.07 points (0.68%) higher at 2,240.03, and the Wilshire 5000 climbed 172.28 points (0.38%) to 46,003.01.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 1.268%. The price of the 30-year Treasury bond decreased 29/32, bringing its yield up to 1.914%.

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