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Macroeconomic & Geopolitical
Ready, set...
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Rate normalization is almost a go.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Macroeconomic & Geopolitical
The inflation dilemma
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Should the Fed be more concerned?
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
Macroeconomic & Geopolitical
Biden goes the predictable route
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After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election. Though many names were floated in the past month, Harris has long been considered a favorite for the VP pick. Harris, a 2020 candidate for president herself, fits the bill as an experienced politician with liberal credentials and a knack for fundraising. In the past Biden spoke about the need to pick a VP who could lead the country if needed, and her experience in California state government and the U.S. Senate, as well as her national profile, make her a natural choice.
Macroeconomic & Geopolitical
Locking in near-term profits
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Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Client Life Events
The family conversation you should not avoid: How to discuss your legacy
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Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.
Client Life Events
The aging economy
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People are living longer than ever before. However, while advances in medicine, health, nutrition and fitness have extended the lifespan of Americans, the number of years they spend in retirement has not changed much over the last generation because they are also working longer.