| Sponsored message from Natixis |
| Resiliency on the road to retirement |
| How has the first ESG-driven TDF Series navigated the COVID-19 crisis? Views on the design, purpose, and performance of Natixis Sustainable Future Funds at its three-year mark are shared by Portfolio Manager Chris Sharpe.
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| The Risks of DC Investing |
| People face a long succession of risks in their lives, and while many of these possible threats never go away, some can be shifted around and compensated for. Some materialize all at once—damage from a car accident, home fire or bank failure. The insurance industry calls these discrete events “occurrences,” and they can be protected against by some sort of defined policy or coverage program.
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| Let Me Introduce Myself |
| When Matt Demet wants to ask a sponsor client for a referral, depending on that person’s style, he may do it during a meeting, or after the meeting over a glass of wine or beer, or by email. “When I want to send an email, first I identify, through tools such as LinkedIn, that the client is connected to a company where I’d like an introduction,” says Demet, senior vice president – business development at Spectrum Investment Advisors in Mequon, Wisconsin.
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| PAi Enhances Small Market 401(k) Plan Solution |
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Enhancements include a new investment option from Principal Global Investors geared to minimize market risk by leveraging fixed income investment options that provide a guaranteed crediting rate.
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| ShareBuilder 401k Offers Free Setup for New Plans |
| From now until July 3, companies with employees can save $495 to $995 in setup costs by starting a 401(k) plan.
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| Market Mirror |
| Monday, the Dow was up 157.62 points (0.62%) at 25,763.16, the NASDAQ gained 137.22 points (1.43%) to finish at 9,726.02, and the S&P 500 increased 25.28 points (0.83%) to 3,066.59. The Russell 2000 climbed 63.38 points (4.67%) to 1,419.61, and the Wilshire 5000 closed 341.68 points (1.10%) higher at 31,288.86.
The prices of the 10-year Treasury note and the 30-year Treasury bond were each down 1/32, increasing their yields to 0.713% and 1.458%, respectively.
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