Tag: investor confidence

Data & Research May 17th, 2022

How Technology and Personal Values Can Help Advisers Build Trust

Both retail and institutional investors see technology as a means of creating more transparency and broadening access to markets and advisory products.

Data & Research May 6th, 2022

How Advisers Can Build Trust Among Investors

CFA Institute data suggests industry leaders should seek to understand investor trust so they can deliver the most value to their clients.

Data Points

Apples vs. Oranges

For retirement plan participants, financial crises are not all the same.

Client Service January 25th, 2018

Americans’ Financial Satisfaction Hits Record High

Strong stock market gains and a decrease in unemployment boost AICPA’s Personal Financial Satisfaction Index to a record high in the 24 years the trade group has been conducting this survey.

MARKET MIRROR

Friday, the Dow was down 486.27 points (1.62%) to close at 29,590.41, the Nasdaq lost 198.88 points (1.80%) to end trading at 10,867.926 and the S&P 500 fell 64.76 points (1.72%) points to finish at 3,693.23. The Russell 2000 slipped 42.72 points (2.48%) to close at 1,679.59 and the Wilshire 5000 decreased 695.95 points (1.86) to end trading at 36,787.20.

The price of the 10-year Treasury note increased 2/32 bringing the yield down to 3.691%. The price of the 30-year Treasury bond increased 5/32 bringing the yield down to 3.615%.

For the week ending September 23, the Dow was down 4.00%, the Nasdaq fell 5.07% and the S&P 500 lost 4.65%. The Russell 2000 decreased 6.60%, and the Wilshire 5000 ended the week 5.07% lower.