Tag: succession plan

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THOUGHT LEADERSHIP
SPOTLIGHT MORE

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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

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The Rapid Evolution and Retirement Needs of American Small Business

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

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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

An interview with Steve Christenson, EVP at Ascensus

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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

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

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Who Should Use a Health Savings Account?

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

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MARKET MIRROR

Friday, the Dow closed 181.18 points (0.70%) higher at 26,031.81, the NASDAQ gained 67.84 points (0.91%) to finish at 7,527.55, and the S&P 500 was up 17.79 points (0.64%) at 2,792.67. The Russell 2000 climbed 14.51 points (0.92%) to 1,590.06, and the Wilshire 5000 increased 187.01 points (0.65%) to 28,986.31.

The price of the 10-year Treasury note increased 13/32, bringing its yield down to 2.653%. The price of the 30-year Treasury bond climbed 23/32, decreasing its yield to 3.013%.

WEEK’S WORTH: For the week ending February 22, the Dow was up 0.57%, the NASDAQ gained 0.74%, and the S&P 500 increased 0.62%. The Russell 2000 climbed 1.33%, and the Wilshire 5000 finished 0.63% higher.

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