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Insights & Ideas

Keeping you at the forefront of modern investing
Munis outperformed both Treasuries and corporate bonds during the first half of 2018, but we think that trend could reverse in the second half of the year.
Helpful tax tips for your charitable contributions, including stock donations.
We continue with our theme of “it’s getting late” when looking ahead to the second half; with important and rising risks to weigh against the rewards.
Randy Frederick discusses the trading strategy “Sell in May and go away,” and whether or not the data lays any truth to the concept.
Three tips for investing in your 20s.
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.
Concern that recent trade skirmishes may turn into a global trade war have pressured equity markets in recent days. Here’s what investors should know.
The late stage of the business cycle presents both opportunities and risks for fixed income investors. Here’s what to look for in the second half of 2018.
Global economic and earnings growth momentum is slowing, but still growing. How the ongoing trade conflicts develop pose a risk to markets the second half of the year.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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