Tag: investment performance

Data & Research March 29, 2018

Americans Unsure How Long Recovery From Stock Market Volatility Would Take

A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.

Investing February 6, 2018

Institutional Investors See Ninth Consecutive Positive Quarter

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly returns for all plan types since June 1998.

THOUGHT LEADERSHIP
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Expanding Fixed Income Options in Plan Menus

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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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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What's Driving the Growth of Semi-Custom TDFs?

An Interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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Ascensus Outlook and Growth Strategy

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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HSA Myths and Misconceptions

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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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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Who Should Use a Health Savings Account?

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

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

MARKET MIRROR

Tuesday, the Dow fell 424.56 points (1.74%) to 24,024.13, the NASDAQ lost 121.25 points (1.70%) to finish at 7,007.35, and the S&P 500 closed 35.73 points (1.34%) lower at 2,634.56. The Russell 2000 was down 8.84 points (0.57%) at 1,553.28, and the Wilshire 5000 decreased 366.05 points (1.32%) to 27,421.16.

The price of the 10-year Treasury note was down 5/32, increasing its yield to 2.994%. The price of the 30-year Treasury bond decreased 21/32, bringing its yield up to 3.177%.

Industry White Papers

The Elephant and The Snowball How Advisors Can and Should Talk Taxes With Clients
Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
BEST PRACTICES FOR ADDRESSING AUTOMATIC PARTICIPANT ROLLOVERS Saving plan sponsors time and money while reconnecting participants with their retirement savings
The True Definition of Payroll Integration Is your retirement plan fully integrated with your payroll system? Here’s how you can tell.
Retirement Income: Don’t Make Perfect the Enemy of the Good Surveys suggest there’s growing momentum to embrace practical retirement income solutions in DC plans.