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Fixed Income Insights
Global Bond Market Update: Reaching the Peak
This piece is approved to use with clients.
Bond performance turned positive to end 2022 while inflation moderated and the pace of rate hikes slowed. But interest rate volatility likely will persist in 2023, as monetary policy and recession fears may dictate returns.
Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
This piece is approved to use with clients.
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.