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Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fed rhetoric boosts Treasury yields
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U.S. Treasury yields rose slightly last week. U.S. Federal Reserve Chair Powell signaled no urgency to continue hiking rates, while pushing back against market pricing for aggressive rate cuts next year. Nevertheless, spread sectors generally performed well.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as central banks hold steady
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The 10-year U.S. Treasury yield declined substantially last week after major central banks – including the U.S. Federal Reserve, European Central Bank and Bank of England – kept interest rates steady and economic data disappointed versus expectations.
Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Tax Management
[CE Credit Webinar] The tax calm before the storm?
Join us as we explore how this shifting landscape presents an opportunity for advisors to demonstrate value by helping clients plan for what they know while accounting for what might change
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as markets await the Fed
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The 10-year U.S. Treasury yield declined ahead of this week’s U.S. Federal Reserve meeting, where officials are expected to keep policy rates steady.
Policy and Regulatory Commentary
The CFPB Moves on Open Banking
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The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating a Fed pause
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The U.S. Treasury yield curve steepened as the U.S. Federal Reserve indicates a pause at the November meeting.
Client Life Events
It’s time to have “The [estate planning] Talk”
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Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Goals/Needs-Based Investing
Successful charitable giving plans start with “why”
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Wealth Strategist Ben Rizzuto discusses the importance of understanding the motivations behind investors’ charitable giving aims and how advisors can help clients clarify and achieve their goals.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on Middle East conflict
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U.S. Treasury yields declined and the yield curve flattened. Rate volatility persisted due to escalating tensions in the Middle East and higher-than-expected inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong employment data boost Treasury yields
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U.S. Treasury yields continued increasing and the yield curve steepened after the stronger-than-expected U.S. jobs report on Friday. While expectations for an eventual decline in rates remain, we may see elevated rates for longer.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields march generally higher
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10-year U.S. Treasury yields rose again, though shorter yields declined. U.S. core PCE inflation came in close to expectations, but still showed an impressive deceleration.