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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.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.