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Macroeconomic & Geopolitical
Quick Thoughts: How to avoid making a unicorn skeleton
Curated content for RIAs.
Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.
Goals/Needs-Based Investing
Helping Clients Act on 2023’s Opportunities – At Any Age
While the principles of good investing haven’t changed, clients’ perceptions and their outlook for 2023 likely have. We believe in preparation, not prediction, when helping investors navigate the wide range of possible outcomes ahead. In the 2023 market outlook from Morningstar Investment Management, you’ll gain perspective on the current financial environment and positive steps to help address financial planning opportunities.
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
This piece is approved to use with clients.
Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
This piece is approved to use with clients.
And that’s a wrap. Well almost.
Policy and Regulatory Commentary
What Washington’s Response to Enron Might Portend for FTX and Crypto
This piece is approved to use with clients.
The question is: Will this new scandal lead to the type of legislation or regulations the Enron debacle did?
Policy and Regulatory Commentary
A House Majority … But For How Long
This piece is approved to use with clients.
What we do know is that no matter which party has the advantage, it will be a miniscule one — perhaps even just a seat or two.