Tag: balanced funds

Investing September 10th, 2018

TDFs Particularly Popular Among Younger Investors

Sixty-four percent of participants in their 20s own a TDF.

Client Service February 8th, 2018

Using Data to Determine the Best QDIA for Your Clients

A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.

THOUGHT LEADERSHIP
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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

CITs: A Demonstration of Commitment and Experience
Sponsored by OneAmerica

MARKET MIRROR

Tuesday, the Dow closed 121.43 points (0.47%) higher at 26,035.53, the NASDAQ was up 9.47 points (0.12%) at 7,723.95, and the S&P 500 was virtually unchanged at 2,832.57. The Russell 2000 decreased 8.95 points (0.57%) to 1,554.98, and the Wilshire 5000 was down 22.11 points (0.08%) at 29,300.60.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.614%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 3.025%.

Industry White Papers

How do you define great service? Understand the impact of service providers on retirement plan success
A Different Perspective on Sequence-of-Returns Risk Around Retirement Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk. This analysis evaluates the impact of SoR risk on target date investing.