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Policy and Regulatory Commentary
Emergency Interest Rate Cuts—Will They Work? Do They Matter? Frequently Asked Questions
Taking pressing questions and getting our in-house investment professionals to answer them in a jargon-free manner.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
This piece is approved to use with clients.
What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Children & College Savings
College: the new 'debt sentence'
This piece is approved to use with clients.
At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
This piece is approved to use with clients.
Some argue a more moderate, incremental approach to fixing health care is better.
Retirement
next: Millennial magnet - Attract and retain the largest generation in the U.S. workforce
In our second issue of next, we discuss how some of the factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds.
Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.