Tag: real estate investments

Products November 21st, 2018

Investment Product and Service Launches

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

THOUGHT LEADERSHIP
SPOTLIGHT MORE

PLAY VIDEO

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

PLAY VIDEO

The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

PLAY VIDEO

ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

PLAY VIDEO

Map My Benefits

PLAY VIDEO

Viability

PLAY VIDEO

Balance Between Great Plans and Cost of Plans

PLAY VIDEO

The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

PLAY VIDEO

HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

PLAY VIDEO

How to Invest in a Health Savings Account

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

PLAY VIDEO

The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

PLAY VIDEO

Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

PLAY VIDEO

Health Savings Accounts: The Advisor Opportunity

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

PLAY VIDEO

Who Should Use a Health Savings Account?

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

MARKET MIRROR

Friday, the Dow climbed 443.86 points (1.74%) to 25,883.25, the NASDAQ was up 45.46 points (0.61%) at 7,472.41, and the S&P 500 increased 29.87 points (1.09%) to 2,775.60. The Russell 2000 closed 24.14 points (1.56%) higher at 1,569.25, and the Wilshire 5000 gained 310.98 points (1.09%) to finish at 28,804.23.

The price of the 10-year Treasury note was down 3/32, increasing its yield to 2.666%. The price of the 30-year Treasury bond was up 2/32, decreasing its yield to 2.996%.

WEEK’S WORTH: For the week ending February 15, the Dow gained 3.09%, the NASDAQ was up 2.39%, and the S&P 500 increased 2.50%. The Russell 2000 climbed 4.17%, and the Wilshire 5000 finished 2.66% higher.

Industry White Papers

Fiduciary outsourcing: Understanding the options Explore fiduciary outsourcing options that simplify plan operations and investments while mitigating risk.
Retirement 2020—New research to capitalize on trends Take advantage of dramatic changes reshaping retirement now with smart strategies to help you thrive