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March 31st, 2021 |
 | Defining ESG and Investment MaterialityThis editorial webinar will feature a panel of ESG experts discussing the current and future state of ESG investing, both inside and outside ERISA plans. Particular attention will be paid to the regulatory environment and defining the critical concept of “materiality,” as well as the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
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Adviser Op-Ed: The Next Generation 401(k) Plan | Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering customized portfolios at scale.
Read more > | | High Time for a Tax Talk | What can advisers safely say?
Read more > | | Tuesday, the Dow lost 104.41 points (0.31%) to finish at 33,066.96, the Nasdaq decreased 14.25 points (0.11%) to 13,045.39, and the S&P 500 closed 12.54 points (0.32%) lower at 3,958.55. The Russell 2000 climbed 37.11 points (1.72%) to 2,195.80, and the Wilshire 5000 was down 20.89 points (0.05%) at 41,500.55.
The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.727%. The price of the 30-year Treasury bond increased 28/32, bringing its yield down to 2.384%.
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