Tag: revenue streams

Practice Development

Giving 529 Plans A Try

The first in a series on other revenue streams

March 24, 2021 | Virtual Conference

Yesterday, the Dow closed 123.04 points (0.36%) lower at 34,077.63, the Nasdaq lost 137.58 points (0.98%) to finish at 13,914.77, and the S&P 500 was down 22.21 points (0.53%) at 4,163.26. The Russell 2000 decreased 30.67 points (1.36%) to 2,232.00, and the Wilshire 5000 fell 299.45 points (0.68%) to 43,588.47.

The price of the 10-year Treasury note was down 1/32, increasing its yield to 1.600%. The price of the 30-year Treasury bond decreased 28/32, bringing its yield up to 2.303%.

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.