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Policy and Regulatory Commentary
A Commitment to…Oversight?
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The polls suggest the GOP will take a majority in the House – and possibly the Senate – next year. What would a Republican Congress do?
Client Experience
CONNECT WITH YOUR CLIENTS
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Access our online library of goals-based educational materials for more productive client conversations.
Policy and Regulatory Commentary
With Less Than 10 Weeks Until Election Day, Are Democrats Really Surging?
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Are Democrats really headed into this fall’s election in a stronger place than they were three months ago? And how do today’s polls compare to surveys at the same time four years ago when a first term Republican president faced his first midterm election cycle? Let’s take a look.
Policy and Regulatory Commentary
Redistricting Fights Won't End this November
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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.
Goals/Needs-Based Investing
“Are We There Yet?” How to Stay on Track Until the Bear Market Is Over
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While we can’t predict when the current bear market will end, we can prepare ourselves for the journey that lies ahead. Retirement Director Ben Rizzuto discusses how, as with any long road trip, having the right supplies can help us stay on course to our destination – despite the inevitable detours.