Tag: retirement plan asset allocation

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Asset Allocation Models

A model’s structure determines the adviser’s fiduciary status.

Data & Research August 24th, 2018

Areas of focus are financial planning, investing and investor behavior.

March 24, 2021 | Virtual Conference

Friday, the Dow gained 229.23 points (0.66%) to finish at 34,777.76, the Nasdaq closed 119.40 points (0.88%) higher at 13,752.24, and the S&P 500 was up 30.98 points (0.74%) at 4,232.60. The Russell 2000 increased 30.21 points (1.35%) to 2,271.63, and the Wilshire 5000 climbed 361.06 points (0.83%) to 44,084.98.

The price of the 10-year Treasury note was unchanged, with its yield at 1.567%. The price of the 30-year Treasury bond decreased 30/32, bringing its yield up to 2.282%.

For the week ending May 7, the Dow climbed 2.67%, the Nasdaq lost 1.51%, and the S&P 500 finished 1.23% higher. The Russell 2000 was up 0.23%, and the Wilshire 5000 increased 0.49%.

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
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.