Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 25th, 2020

Advisers Giving Back - Tell Us Your Stories of Giving

The PLANADVISER Advisers Giving Back profile series is the focus of today’s newsletter. Our series seeks to put the spotlight on the inspiring ways retirement specialist advisers are giving back to their local, regional and even international communities. As we head into the holiday season, please consider letting us know about your own giving, or the efforts of a colleague. We want to share as many of these stories as we can! Read more >
Advisers Giving Back: The Moneta Charitable Foundation
A 150 mile bike ride for charity? No problem for the MCF. Read more >
Advisers Giving Back: Ken Catanella and Challenger Baseball
From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League Challenger Division game, he knew it was something he wanted to get involved in. Read more >
Advisers Giving Back: James Betzig at TrinityPoint Wealth
Milford is a coastal city in New Haven County, Connecticut, between Bridgeport and New Haven. James Betzig says the community has treated him well personally and professionally, so giving back his time and financial resources has been an easy decision. Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
What Mutual Fund Fee Disparities Mean for Retirement Savings
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
Meet SageView’s New COO, Fresh From Goldman Sachs
Sponsored message from Natixis Investment Managers
Expert Voice: Ed Farrington
Executive Vice President, Institutional and Retirement, for Natixis Investment Managers Read more >
Advisers Giving Back: Stephanie Hunt
Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program. Read more >
Giving Back: Lessons in Mentorship from Soraya Morris
Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read more >
Advisers Giving Back: Kelli Davis and CSi Advisory Services
Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana. Read more >
Advisers Giving Back: Attila Toth and Portfolio Evaluations
Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful. Read more >
Market Mirror
Tuesday, the Dow gained 454.97 points (1.54%) to finish at 30,046.24, the NASDAQ closed 156.15 points (1.31%) higher at 12,036.79, and the S&P 500 increased 57.82 points (1.62%) to 3,635.41. The Russell 2000 added 35.23 points (1.94%) to close at 1,853.53, and the Wilshire 5000 climbed 580.00 points (1.55%) to 37,899.80. The price of the 10-year Treasury note decreased 25/32, bringing its yield up to 0.886%. The price of the 30-year Treasury bond fell 1 3/32, increasing its yield to 1.604%.
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