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Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
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Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
Math Matters: 4 Principles to help You Meet Your Financial Goals
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Learn the four math principles investors can take advantage of for successful goals-based investing.
Alternative Investments
What is a Put Option?
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Simple, Straight Talk on Put Options.
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.