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Policy and Regulatory Commentary
U.S. debt ceiling: Bills borrowing and brinkmanship
Quick takes on capital markets
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
Addressing the complexities of financial planning can be difficult.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
This piece is approved to use with clients.
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.