Insights & Education
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The latest commentary
Although some recent economic data has been strong, the bigger picture is more nuanced. Some leading economic indicators have begun signaling recession, and the Treasury yield curve is inverted.
July's hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators.
A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary policy by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.
Personal finance 101
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.
Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
Not all ESG bonds are what they purport to be. Here's how to help identify the reputable ones.