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Market Outlooks
The Advisor’s Playbook for Leading Your Clients Forward
How the industry will change post COVID 19, and actions you can take to position yourself as an essential advisor and trusted partner in helping clients achieve financial wellness.
Policy and Regulatory Commentary
70 Days to Fund the Largest Government in the World
As we noted last week, the end of the federal government’s fiscal year is September 30—just 70 days away.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of July 13, 2020
Allocations to cash have stabilized over the past few weeks with allocations hovering down to 4.17% from 4.29% the prior week.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Actually HAS To Do This Year
Members of Congress are have been back in their home states and districts for the last two weeks and won’t return to Washington until July 20.