Latest Insights
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Combining the benefits of 529 and ABLE (529A) accounts
- Our Blog
Ryan White, CFP®, CIMA®, Senior Director of Product Management
Families that qualify can benefit from using both ABLE and 529 accounts to support the immediate and longer term needs of children with disabilities. Here's how.
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Be strategic when realizing tax losses
- Our Blog
Paul Unchalipongse, CFA, Portfolio Manager
The routine for many investors is to harvest losses in December. But end-of-year harvesting could mean missed opportunities.
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Shutdown standoff 2023: Is more fiscal trouble brewing?
- Our Blog
Historically, shutdowns have had no meaningful impact on the broader economy. Given the current political environment, could this time be different?
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Municipal bond outlook: We think positive performance will continue
- Our Blog
Catherine Stienstra, Head of Municipal Bond Investments
Investors who are waiting for a change in Fed policy may miss a rare opportunity, especially in longer maturity municipal bonds.
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A lesson in college savings
- Our Blog
“Back to school” doesn’t have to mean more debt. Here’s why clients should consider a 529 college savings plan.
Investor Newsletter
In This Issue:
- 2024 CEO Outlook: Risk, rates and the fight for market share.
- Obesity drugs: What are the costs for health care providers?
- Elections 2024: Focus on policy over politics.
- Chart on the go: Holding cash can have a cost.