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Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
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Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Fixed Income Insights
Global Bond Market Update: Reaching the Peak
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Bond performance turned positive to end 2022 while inflation moderated and the pace of rate hikes slowed. But interest rate volatility likely will persist in 2023, as monetary policy and recession fears may dictate returns.
Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Children & College Savings
4 ways to tackle student loan debt
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Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.
Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
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Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.