Tag: equity funds

Investing June 12th, 2019

Tumbling Stocks Prompt 401(k) Investors to Make Trades

While only 0.21% of balances were exchanged in May, it was the highest monthly activity so far this year, according to Alight Solutions.

Products April 4th, 2019

Investment Product and Service Launches

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

Products March 7th, 2019

Investment Product and Service Launches

BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.

Products August 2nd, 2018

Investment Product and Service Launches

Vanguard makes changes to active equity funds; Global X Funds presents TargetIncome ETFs; Northern Trust launches multi-dimensional fund; and more.

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

Redefining Wellness: It Starts with the Employer
Sponsored by Ascensus

MARKET MIRROR

Tuesday, the Dow climbed 353.01 points (1.35%) to 26,465.54, the NASDAQ closed 108.86 points (1.39%) higher at 7,953.88, and the S&P 500 increased 28.08 points (0.97%) to 2,917.75. The Russell 2000 was up 17.48 points (1.14%) at 1,550.23, and the Wilshire 5000 gained 293.31 points (0.99%) to finish at 30,028.69.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 2.062%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 2.551%.