November 25th, 2019

Study Suggests Private Equity Should be a Consideration in TDFs The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making. Read more > Retirement Industry People Moves Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan division; and more Read more > Advisers as Teachers How to guide anxious investors through rocky markets. Read more > App Appeal How to up the technology’s power to engage. Read more > MOST READ ARTICLES 1 2023 Retirement Plan Adviser of the Year Finalists 2 Retirement Advisers Increasingly Want PEP Option in Toolbox 3 With SECURE 2.0, the Cash Balance DB Plan May Be Back 4 A Reminder to Avoid Fraudulent Hardship Withdrawals 5 Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business

Sponsored message from American Century Investments The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes Read more > Millennials Risk Savings So They Can Buy Their First Home Though some might say they’re trading one good investment for another. Read more > DIAs as a 401(k) Default All account savings can be income streams. Read more > Sponsored message from Cuna Mutual Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships Read more > Market Mirror Friday, the Dow rose by 109.33 points (0.39%) to reach 27,875.62, the NASDAQ inched upwards by 13.67 points (0.16%) for a 8,519.89 close, and the S&P 500 ticked up by 6.75 points (0.22%) to reach 3,110.29. The Russell 2000 edged downwards by 2.67 points (0.17%) to 1,588.94, and the Wilshire 5000 gained 71.09 points (0.23%) to reach 31,679.22. The price of the 10-year Treasury note was up by 1/32, lowering its yield to 1.769%, and the price of the 30-year Treasury bond was up by 2/32, lowering its yield to 2.224%.   WEEK’S WORTH: For the week ended November 22, the Dow was down 0.46%, the S&P 5000 lost 0.33%, and the NASDAQ was down 0.25%. The Russell 2000 was off by 0.47%, and the Wilshire 5000 ticked downward by 0.23%.

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