MOST VIEWED FUNDS FROM LAST WEEK
- Ultra Short Duration Income Fund
- Short Duration Bond Fund
- Income Fund
- Equity Income Fund
- Diversified Income Trust
- Growth Opportunities Fund
- Dynamic Asset Allocation Balanced Fund
Global Asset Allocation Strategies
Headlines you need to know this week — September 10, 2019
How advisors can help stop elder fraud States are tackling elder financial fraud with legislation, according to a report. New Hampshire recently passed a bill to allow investment advisors to delay disbursements from accounts if they believe the action represents financial fraud. A 2016 study found that financial fraud costs seniors between $352 million and $1.5 billion each year. To date, 23 states have passed similar legislation.
Investors seek guidance on health savings accounts According to a recent study, there are more than 26 million health savings accounts (HSAs), with a total of $61.7 billion in assets. Compared with a year ago, the number of accounts increased 12% and assets grew 20%. Account holders are increasingly focused on the ability to invest their contributions. As of June 30, 2019, 22% of all HSA assets were invested.
Investor optimism picks up In a recent AAII sentiment survey, investor optimism rose 2.5 percentage points to 28.6%, while bearish sentiment fell 2.7 percentage points to 39.5%. The survey defines optimism as a belief that stock prices will rise over six months, compared with a bearish view that stock prices will fall.
ON TWITTER NOW
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed