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Portfolio Construction Insights
Alaina Anderson Looking for Leaders
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Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
Tax Management
2021 Tax Facts Quick Reference Brochure
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This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Portfolio Construction Insights
How rates rise matters
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In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.