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Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
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The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Behavioral Finance
[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?
Retirement
Lump Sum Payouts from Pension Plans
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The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
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What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Policy and Regulatory Commentary
Is this the new normal?
Pyrford International provide a snapshot of the UK economy as it inches closer to Brexit.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.