Tag: index funds

Investing June 8th, 2020

COVID-19 Impacts Cap-Weighted Index Fund Construction

Additions to the Russell 3000 this year include Zoom Video Communications, Pinterest and Mimecast, highlighting the importance of communications technology in the midst of the coronavirus pandemic.

Investing June 21st, 2019

Index Funds Nearly Universal in Large 401(k) Plans

A BrightScope/ICI study also found collective investment trusts (CITs) accounted for a larger share of assets in larger plans than smaller plans.

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

Choice and Simplicity
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MARKET MIRROR

Friday, the Dow closed 112.11 points (0.39%) higher at 28,606.31, the NASDAQ closed 42.32 points (0.36%) lower at 11,671.56, and the S&P 500 was virtually unchanged at 3,484.81. The Russell 2000 decreased 5.07 points (0.31%) to 1,633.81, and the Wilshire 5000 was down 33.23 points (0.09%) at 35,960.35.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 0.747%. The price of the 30-year Treasury bond decreased 3/32, bringing its yield up to 1.532%.

For the week ending October 16, The Dow was down 0.07%, the NASDAQ gained 0.79%, and the S&P 500 increased 0.22%. The Russell 2000 decreased 0.23%, and the Wilshire 5000 finished 0.22% higher.

Industry White Papers

Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.
The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making
Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities