Market Hotline


Flexible Plan Investments

The last economic recession was marked by an upheaval in the employment landscape, and the seven years of “recovery” have yet to undo all of the damage that was done. Millions of people still need a job, and millions of others are now earning far less than they previously were.

I was on the road last week, attending an industry conference in Chicago. I opened the Wall Street Journal during the morning break, and the chart jumped out at me from the front page: “Back in the Red for U.S. Stocks.”

Phones. Memorial Day holiday hours. 2015 Form 5498 mailing notice from Trust Company of America. Semiannual sales conference.

U.S. equity markets were mixed last week. The NASDAQ Composite gained 1.10%, the S&P 500 was up 0.28%, and the Dow Jones Industrial Average recorded a weekly loss of 0.20%. The ten S&P industrial sectors were split for the week.

Last week, the gold spot price declined 1.69%, as the U.S. Dollar Index strengthened.

After reaching new highs for the year at the end of April, gold prices have retraced back to their support line established so far in May.


To our In My Opinion readers:
Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at Trust Company of America. The same strategies are implemented on many other products: mutual funds, variable annuity, variable life and retirement platforms. Therefore, we expect the strategic discussion may be of interest to you. Note, however, that since these products have their own subaccount and fund universes and different internal expenses, the results and trading of the same strategy on other platforms may differ substantially from those described herein.

In My Opinion: Managed Retirement Plan Participants:
Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you


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