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Policy and Regulatory Commentary
Washington Update: Impeachment - A Bust for Legislation, a Boon for Regulation
This piece is approved to use with clients.
Normally, news of a sitting U.S. congressman resigning from office just before he pleads guilty to insider trading charges would consume much of the conversation inside the Beltway. But these, of course, are not normal times.
Goals/Needs-Based Investing
3 ideas to help you achieve the income you need
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Patrick Nolan offers his top tips to help your money deliver.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.
Policy and Regulatory Commentary
Washington Update: Based on Presidential Primaries Past, The Democratic Race is Still Wide Open
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Given events in Washington over the last several days, you might be expecting a deep dive into the impeachment process. While we spent some time walking through the intricacies and history of the process in April, there will no doubt be much more to say on the issue in the weeks ahead as events transpire at the Capitol. Today, though, we take a break from Washington for a visit to the campaign trail.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Goals/Needs-Based Investing
It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.
Policy and Regulatory Commentary
Washington Update: Washington Isn’t Prepared for a Recession
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The Business Roundtable announced this week that, in its latest reading, the organization’s CEO Economic Outlook Index had its biggest quarterly decline in seven years. Business Roundtable President and CEO Joshua Bolton said, “American businesses now have their foot poised above the brake, and they're tapping the brake periodically.”