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  Equity market resilient in the face of banking industry pressure

  Equity markets delivered an impressive gain in a disruptive week that was an eerie reminder of bank selloffs during the global financial crisis

  Capital Market Impact March 21, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Banking system fears causes sharp bond market reaction

  Equity markets look to stabilize following a difficult week that saw several bank closures, resulting in the largest weekly decline since September 2022.

  Capital Market Impact March 14, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  How to help clients manage their debt

  As a financial professional, one of the most important things you can do for your clients is to help them manage their debt.

  Client outcomes March 13, 2023

  • Debt management
  • habits
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  Markets calm ahead of a wave of market-moving news

  Equity markets delivered a solid gain last week, breaking a two-week losing streak in a period that has seen notably less volatility

  Capital Market Impact March 6, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Personal, estate, and business tax planning strategies for 2023

  Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

  Client outcomes March 6, 2023

  • retirement income
  • taxes
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  Markets pause as Fed expectations pivot

  Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain

  Capital Market Impact February 27, 2023

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Immaculate disinflation: A long way to lower inflation

  Sticky inflation may dash investor hopes for a quick Federal Reserve rate policy reversal.

  Capital Market Impact February 22, 2023

  • deflation
  • immaculate disinflation
  • inflation
  • investing strategies
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  Why volatility matters when investing

  While there were days in 2022 when stocks dropped significantly, market volatility was elevated all year.

  Capital Market Impact January 11, 2023

  • investing strategies
  • market commentary
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  2023 economic and market outlook: The narrative shifts

  Expect slowing growth, further effects from Fed rate hikes and stock investors to return to fundamentals.

  Capital Market Impact January 3, 2023

  • market commentary
  • retirement planning
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  A Rising Tax Environment? What to Watch For.

  An updated look at the tax landscape this year and beyond.

  Beyond Investing December 30, 2022

  • economic growth
  • interest rates
  • taxes