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Research Published in November, 2010

2008 Retirement Income Survey – Solving for X

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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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 climbed 443.86 points (1.74%) to 25,883.25, the NASDAQ was up 45.46 points (0.61%) at 7,472.41, and the S&P 500 increased 29.87 points (1.09%) to 2,775.60. The Russell 2000 closed 24.14 points (1.56%) higher at 1,569.25, and the Wilshire 5000 gained 310.98 points (1.09%) to finish at 28,804.23.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.666%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.996%.

WEEK’S WORTH: For the week ending February 15, the Dow gained 3.09%, the NASDAQ was up 2.39%, and the S&P 500 increased 2.50%. The Russell 2000 climbed 4.17%, and the Wilshire 5000 finished 2.66% higher.

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