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Policy and Regulatory Commentary
Investment Strategy Commentary: The X Factor: Evaluating the U.S. Debt Ceiling
A contentious debt ceiling showdown will likely trigger some elevated volatility, but ultimately we expect the U.S. will avert a default.
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.
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.