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Policy and Regulatory Commentary
We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
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The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
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It starts with the Fed.
Policy and Regulatory Commentary
Fiscal policy matters
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Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
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.
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.
Behavioral Finance
Should I be worried? An investor litmus test
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As a child, I remember seeing my mother’s wooden plaque of The Serenity Prayer that she kept above our kitchen sink. For those not familiar with this popular prayer, it reads...
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
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Some argue a more moderate, incremental approach to fixing health care is better.
Behavioral Finance
There is never a good time to invest
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Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Behavioral Finance
The 5 money maps
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It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.