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Insights & Ideas

Keeping you at the forefront of modern investing
How to decipher the Fed’s quarterly “dot-plot” chart.
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FOMC hinted that formal details of balance sheet tapering may come in November, while there were notable changes in economic/inflation projections and rate hike expectations.
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Don’t assume you won’t qualify for college financial aid; file the FAFSA® early to maximize your opportunities.
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It’s been 35 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
One key component of an investment strategy is a diversified portfolio. Here are three ways you can kickstart your portfolio no matter your investment style.
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House Democrats have proposed a higher top individual tax rate and changes to the capital gains tax. Both are a long way from becoming law.
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Micro E-mini futures offer traders exposure to four leading U.S. stock indexes in bite-size contracts.
Congress is facing four major issues, all with short timelines and big hurdles. Can lawmakers find common ground to avoid a government shutdown or worse?
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The bond market has been in hibernation for months, and investors may have become complacent about risks.
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You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.

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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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