MOST VIEWED FUNDS FROM LAST WEEK
- Ultra Short Duration Income Fund
- Short Duration Bond Fund
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- Income Fund
- Equity Income Fund
- Diversified Income Trust
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Advisor Tech Tips
November 18, 2019
Headlines you need to know this week — December 3, 2019
Many workers make early 401(k) withdrawals A recent survey found that 49% of workers have made early withdrawals from their 401(k) plans. The top reasons cited were unemployment, medical bills and unplanned expenses, and debt repayment. The study also found that 52% of workers said they are falling behind in their retirement saving.
Wealth managers give clients high grades for saving In a recent financial wellness poll, advisors reported that saving for retirement was the top priority among clients of all generations. Most Boomers and Millennials put their money into retirement accounts, compared with Gen X who invested in individual stocks and bonds at a slightly higher rate. Investors were “somewhat” or “very knowledgeable” about strategies to reduce tax liability.
More data released for ESG analysis Global index provider MSCI recently published its environmental, social, and governance (ESG) ratings of more than 2,800 companies in its All-Country World Index. MSCI noted the ratings are based on 37 criteria. In 2020, the firm plans to release data on more companies, bringing the total to 7,500.
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