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06.06.2022  - 

Meeting Fall Deadlines for Your IRA Accounts

Fall is a much-anticipated season for many people. Warm sweaters, big game days, beautiful foliage, and pumpkin carving […]

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06.06.2022  - 

The Rate Hikes Will Continue Until Inflation Improves

The U.S. Federal Reserve’s (Fed) aggressive campaign to keep inflation in check brought yet another outsized rate hike […]

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06.06.2022  - 

Straight Talk on Quantitative Tightening and Market Liquidity

While inflation data and rate hikes by the U.S. Federal Reserve (Fed) have dominated the financial news cycle, […]

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06.06.2022  - 

U.S. Inflation: August CPI Sets Stage for Forceful Fed Response

If investors thought that the July report on the U.S. consumer price index (CPI) heralded the start of a significant […]

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06.06.2022  - 

September Jobs Report Will Firm the Fed’s Inflation-Fighting Resolve

The September employment survey released by the U.S. Bureau of Labor Statistics on October 7 showed job growth […]

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06.06.2022  - 

Implications of the ECB’s Big Policy Move

In a widely expected move, the European Central Bank (ECB) raised its benchmark interest rate by 75 basis […]

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27.08.2023  - 

Bonds Are Back to Work in Asset Allocation

Investors are well aware of the turmoil that occurred in the bond markets in 2022. What is perhaps […]

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27.08.2024  - 

U.S. Inflation: Hotter March CPI Puts Fed in a “Sticky” Situation

The monthly “surprises” regarding the pace of consumer inflation in the United States may be getting less surprising. […]

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27.08.2023  - 

Three Reasons to Consider Short-Duration, High Yield Muni Bonds

In Brief: Short-duration, high yield municipal bonds may be an attractive option for investors  considering “moving off the […]

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27.08.2023  - 

The Fed: One More Rate Hike for the Road

The U.S. Federal Reserve (Fed) delivered another 25-basis-point (bp) rate hike on March 22, bringing cumulative rate increases […]

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27.08.2024  - 

Stocks: Broader Market Opportunity in Five Charts

After years of unprecedently narrow leadership in the equity markets, many investors are wondering what it will take […]

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27.08.2024  - 

Spotlighting Employer Tax Credits Available Under Secure Act 2.0

Secure Act 2.0 seemingly offers something for everyone, including increasing the income tax credit available to small businesses encouraging […]

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27.08.2023  - 

Investment Brief: Commercial Mortgage-Backed Securities (CMBS)

Commercial mortgage-backed securities (CMBS) offer investors the opportunity to gain exposure to rental income from a diverse portfolio […]

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27.08.2024  - 

Interval Funds: Five Potential Benefits for Investors

Interval funds continue to attract attention from investors as they become better acquainted with the features of the vehicle. […]

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27.08.2024  - 

High Yield: Addressing Three Client Objections

Credit markets have delivered strong returns over the past several quarters, amid positive economic data, declining inflation, and […]

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27.08.2024  - 

Global Equities: Focus on Innovation and Quality in a Higher-Rate World

The past few years have been a whirlwind for equities: after the blistering post-pandemic rally of 2021, investors […]

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27.08.2024  - 

Fear Not Fed Easing with Short-Duration High Yield Bonds

Key Points – Historically, short-duration high yield has provided a better risk-adjusted return to the broad high yield […]

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27.08.2024  - 

Charting a Course for Success in Global Equities

The first half of 2024 is in the books, and global equity markets have continued to rally following […]

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27.08.2023  - 

Assessing the Policy Impact of the SVB Collapse

While the February U.S. employment report, and its implications for U.S. Federal Reserve (Fed) policy, was supposed to […]

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27.08.2024  - 

A Closer Look at U.S. Consumer Trends

Representing over 70% of the economic activity of the largest economy in the world, the U.S. consumer is […]

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