Tag: municipal bonds

Products May 2nd, 2019

FTSE Russell Adds Investment-Graded Index

The index, which also tracks tax-exempt U.S. dollar-denominated bonds, will include sub-indexes to allow for a thorough analysis of the municipal bond market structure.

Investing September 6th, 2018

Advisers’ Top Concern About Muni Bonds Is Yield

"As passive investing continues to grow, rather than simply accept an imperfect benchmark portfolio, municipal bond investors with a preference for passive solutions should think about adopting a smart beta approach,” suggests Catherine Stienstra, head of municipal investments at Columbia Threadneedle.

Products December 14th, 2017

Investment Products and Services Launches

Hartford Funds Adds ETF Seeking Tax-Exempt Income, and Wilmington Trust Releases Margin Management Solution with AcadiaSoft Services.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow climbed 164.68 points (0.48%) to 34,200.67, the Nasdaq was up 13.58 points (0.10%) at 14,052.34, and the S&P 500 gained 15.05 points (0.36%) to finish at 4,185.47. The Russell 2000 increased 5.60 points (0.25%) to 2,262.67, and the Wilshire 5000 closed 118.69 points (0.27%) higher at 43,887.92.

The price of the 10-year Treasury note and the 30-year Treasury bond each were down 1/32, increasing their yields to 1.591% and 2.281%, respectively.

For the week ending April 16, the Dow finished 1.18% higher, the Nasdaq increased 1.09%, and the S&P 500 gained 1.37%. The Russell 2000 was up 0.89%, and the Wilshire 5000 climbed 1.39%.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.