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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.
Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
This piece is approved to use with clients.
The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
This piece is approved to use with clients.
The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
Behavioral Finance
Regular Contributions Drive Wealth
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.
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.
Behavioral Finance
Behavioral Advisor: Investing Through the Headlines
After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time period can help to regain a sense of balance and perspective. The ability to look past today’s headlines is key to long-term investing.
Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.