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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
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
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.