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Racial Inequalities in Financial Wellness |
To address racial inequalities, we must acknowledge they exist and understand the reasons why. Here, we explore differences by race and ethnicity across budgeting, debt, savings, protection, and financial confidence.
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2020 PLANADVISER Retirement Plan Adviser Survey |
Retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers.
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A Financial Services Diversity Action Plan |
Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance.
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Advisers Giving Back: James Betzig at TrinityPoint Wealth |
The Boys & Girls Club of Milford is especially close to his heart.
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Market Mirror |
Monday, the Dow climbed 834.57 points (2.95%) to 29,157.97, the NASDAQ lost 181.45 points (1.53%) to finish at 11,713.78, and the S&P 500 closed 41.06 points (1.17%) higher at 3,550.50. The Russell 2000 added 44.99 points (2.71%) to close at 1,705.04, and the Wilshire 5000 gained 337.00 points (0.93%) to finish at 36,593.93.
The price of the 10-year Treasury note dropped 1 1/32, increasing its yield to 0.935%. The price of the 30-year Treasury bond fell 2 28/32, increasing its yield to 1.722%.
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