Tag: wealth management platform

Products August 19th, 2020

Rebalance Offers Personalized 401(k) Products to Small Businesses

The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well.

Products December 10th, 2018

Adviser/client communication capabilities have been improved, as well as the ability for clients to look at their complete financial picture.

March 24, 2021 | Virtual Conference

Friday, the Dow lost 149.06 points (0.42%) to finish at 34,935.47, the Nasdaq closed 105.59 points (0.71%) higher at 14,672.68, and the S&P 500 decreased 23.89 points (0.54%) to 4,395.26. The Russell 2000 was down 13.78 points (0.62%) at 2,226.25, and the Wilshire 5000 fell 295.00 points (0.64%) to 45,707.99.

The price of the 10-year Treasury note was up 4/32, decreasing its yield to 1.230%. The price of the 30-year Treasury bond increased 6/32, bringing its yield down to 1.897%.

For the week ending July 30, the Dow was down 0.36%, the Nasdaq fell 1.11%, and the S&P 500 decreased 0.37%. The Russell 2000 gained 0.75%, and the Wilshire 5000 finished 0.51% lower.