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Client Relationships
Why Sick Days Matter
This piece is approved to use with clients.
Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Policy and Regulatory Commentary
Redistricting Fights Won't End this November
This piece is approved to use with clients.
Following yesterday’s primaries in New York and Florida, only a handful of U.S. states still have not yet held their primary elections, which means that voters in most states now have a very good idea who will be on their general election ballots this November.
Client Relationships
Ways Women Can Save and Build Wealth
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We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
This piece is approved to use with clients.
A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
This piece is approved to use with clients.
With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.