Latest Insights
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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.
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Why grandparents have greater incentive to own 529 accounts
- Our Blog
Big changes to the FAFSA process mean grandparents can finally help pay for college without worrying about the “financial-aid trap.”
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Build confidence taking 529 plan distributions
- Our Blog
- White Paper
529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
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Help clients tap the hidden power of after-tax contributions
- Our Blog
Patrick Clunan, Senior Director, Advisor Consulting
Focus your approach on minimizing taxes and maximizing retirement income.
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.