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THOUGHT LEADERSHIP
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ESG Investing

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

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Women & Investing

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

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

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How to Invest in a Health Savings Account

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

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

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

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Challenges for the Modern Adviser

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

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Industry Trends – Consolidation, Technology and Client Solutions

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

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Health Savings Accounts: The Advisor Opportunity

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Who Should Use a Health Savings Account?

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One Portfolio at a Time: Adaptive Managed Accounts Seek Optimal Retirement Incomes
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Connecting Wealth to Health in the Wellness Equation
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Retirement Benefits for the Fastest-Growing Segment of the U.S. Economy
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Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
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MARKET MIRROR

Wednesday, the Dow gained 141.57 points (0.59%) to finish at 24,207.16, the NASDAQ closed 10.86 points (0.15%) higher at 7,034.69, and the S&P 500 increased 5.80 points (0.22%) to 2,616.10. The Russell 2000 was up 9.48 points (0.66%) at 1,454.70, and the Wilshire 5000 climbed 79.88 points (0.30%) to 27,059.48.

The price of the 10-year Treasury note was down 2/32, increasing its yield to 2.725%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 3.071%.

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