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Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Market Outlooks
Student of the Market: July 2022
Stay on top of the changing market environments by learning from their historical parallels.
Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
This piece is approved to use with clients.
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
This piece is approved to use with clients.
We think the Great Moderation is over.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
This piece is approved to use with clients.
We see an era of structurally higher commodities prices ahead.