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Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
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Addressing the complexities of financial planning can be difficult.
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.
Behavioral Finance
Win the day
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As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Manager & Investment Selection
Beware 'greenwashing'
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Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Portfolio Construction Insights
Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Tax Management
Investor Education: Tax Efficient Investing
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Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.