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Policy and Regulatory Commentary
Do We Really Need The Debt Limit?
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According to most analysts, the U.S. government could breach its federal debt limit at some point late next summer. Of course, members of Congress can keep that breach from happening by raising or suspending the debt ceiling and allowing the U.S. Department of the Treasury to borrow more money.
Market Outlooks
Weekly RIA Pulse Report - Week of October 3, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
A Commitment to…Oversight?
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The polls suggest the GOP will take a majority in the House – and possibly the Senate – next year. What would a Republican Congress do?
Investing Ideas
Float your way to diversification
This piece is approved to use with clients.
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss how adding floating-rate CLOs to traditional fixed-rate bond portfolios may improve risk-adjusted returns.
Market Outlooks
Weekly RIA Pulse Report - Week of September 26, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Advisor Value & Fees
Do investors care about top advisor lists?
A new study found evidence that being named a top financial advisor can lead to increased assets under management. Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses the implications of these findings for financial professionals.