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Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Policy and Regulatory Commentary
Behavioral Advisor: Your Investments are Non-Partisan
With the election year fury reaching its apex, it is easy to believe that political outcomes in November will have a significant impact on your investments.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.