Tag: unit investment trust

Investing November 20th, 2018

Millennials the Most Likely to Own Mutual Funds in Their Retirement Plan

Nearly half owned their funds only through their employer-sponsored retirement plans, according to the ICI.

THOUGHT LEADERSHIP
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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

Redefining Wellness: It Starts with the Employer
Sponsored by Ascensus

MARKET MIRROR

Friday, the Dow was down 17.16 points (0.07%) at 26,089.61, the NASDAQ lost 40.47 points (0.52%) to finish at 7,796.66, and the S&P 500 decreased 4.66 points (0.16%) to 2,886.98. The Russell 2000 fell 13.30 points (0.87%) to 1,522.50, and the Wilshire 5000 closed 78.83 points (0.26%) lower at 29,684.76.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.084%. The price of the 30-year Treasury bond increased 3/32, bringing its yield down to 2.588%.

WEEK’S WORTH: For the week ending June 14, the Dow was up 0.41%, the NASDAQ climbed 0.70%, and the S&P 500 increased 0.47%. The Russell 2000 gained 0.54%, and the Wilshire 5000 finished 0.47% higher.