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Research Published in July, 2007

2007 Selling – Where Advisers Add Value

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Friday, the Dow gained 336.25 points (1.38%) to finish at 24,706.35, the NASDAQ closed 72.77 points (1.03%) higher at 7,157.23, and the S&P 500 increased 34.75 points (1.32%) to 2,670.71. The Russell 2000 was up 15.25 points (1.04%) at 1,482.50, and the Wilshire 5000 climbed 350.77 points (1.29%) to 27,617.22.

The price of the 10-year Treasury note was down 10/32, increasing its yield to 2.787%. The price of the 30-year Treasury bond decreased 15/32, bringing its yield up to 3.099%.

WEEK’S WORTH: For the week ending January 18, the Dow climbed 2.96%, the NASDAQ increased 2.66%, and the S&P 500 gained 2.87%. The Russell 2000 was up 2.43%, and the Wilshire 5000 finished 2.84% higher

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