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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.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
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Your teen’s summer gig can prepare them for the future — and help them save for college.