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Macroeconomic & Geopolitical
Global Equities and Bond Yields Rise, Economic Indicators May Show Damage from Ukraine Conflict
US, ex-US and emerging markets stocks rose, and yields increased after Fed rate hike. Purchasing managers economic indicators to be released this week in Europe and US.
Macroeconomic & Geopolitical
China's Digital Currency is a Threat to Dollar Dominance
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Why digitalisation of the renminbi will have a durable, transformative impact on the international economy.
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Children & College Savings
How Do Summer Jobs Affect 529s and Financial Aid?
This piece is approved to use with clients.
Your teen’s summer gig can prepare them for the future — and help them save for college.