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Insights & Ideas

Keeping you at the forefront of modern investing
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The Federal Reserve acted as expected; making no changes to policy, but updated its economic projections with a slightly rosier GDP and unemployment outlook.
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Talking with your family about financial challenges can lead to a more secure and emotionally closer New Year.
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The market’s tenor changed in early September, when the “rotation era” began; with the benefit of better breadth, but the risk of euphoric sentiment.
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After the tumult of 2020, the economy may regain its footing next year.
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Revenue bonds account for nearly two-thirds of all investment-grade municipal bonds outstanding, but they tend to get less attention than general obligation bonds. Here’s what investors should know.
Control of the Senate—and the fate of President-elect Joe Biden’s policy agenda—will be determined by Georgia’s runoff elections on January 5. What impact could the potential outcomes have on the markets?
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As you make the transition from saver to spender, you’ll need to create your own retirement paycheck. Here are some things to consider.
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Here’s what to look for when considering general obligation muni bonds.
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The planned vaccine rollout is good news that has lifted the stock markets around the world. But the reality of the rollout faces risks that could extend the time frame for mass immunizations.
The decision of when to sell a mutual fund or ETF can be complex. What should you keep in mind before you sell?

Important Disclosures

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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