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Client Relationships
Ways Women Can Save and Build Wealth
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We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Goals/Needs-Based Investing
Reassessing finances after a market downturn
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Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Portfolio Construction Insights
Technology Enables Municipal Investing at the Speed of Alpha
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Today's complex, fragmented and fast-moving muni market is rapidly outpacing the capability and capacity of traditional portfolio-construction methods.
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.