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Policy and Regulatory Commentary
Anatomy of a Recession: The Fed's Job Problem
This piece is approved to use with clients.
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
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.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.