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An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall sharply on promising economic data
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U.S. Treasury yields fell across the curve to start the year.
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
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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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as the Fed hikes once more
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U.S. Treasury yields fell last week. The November U.S. CPI report showed a smaller-than-expected monthly increase.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating another Fed rate hike
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U.S. Treasury yields rose and the curve continued to flatten on higher inflation data.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
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And that’s a wrap. Well almost.