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Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors
December 23, 2016 | Investment Management
The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …
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All AudiencesMarkets & Economy » These Remarkable Times Continue
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
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All Audiences
Financial Planning » 12 Tips for Year-End Tax Planning
December 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
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IndividualsLibrary » Webinar: How Higher Education Organizations Can Optimize Income Using a BDIA
November 22, 2016 | Investment Management
The current regulatory and low interest rate environment are forcing higher ed professionals to find new ways to optimize their income. In this recorded webinar we share a case study on how higher education organizations can optimize their cash management strategy with a custom analysis and Bank …
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InstitutionsLibrary » Webinar: How Municipalities Can Optimize Income Using a BDIA
November 22, 2016 | Investment Management
The current regulatory and low interest rate environment are forcing municipalities to find new ways to optimize their income. In this recorded webinar we share a case study on how municipal organizations can optimize their cash management strategy with a custom analysis and Bank Deposit Investment …
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Institutions
Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Management
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
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Endowments & FoundationsLibrary » Webinar: Where to Stash Your Cash
October 14, 2016 | Investment Management
The current regulatory and low interest rate environments are forcing organizations to re-think their cash management strategy. Marc Bushallow, Managing Director of Fixed Income, and Joseph Rulison, CEO of three+one discuss today’s environment, how it impacts your organization, and cash management …
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InstitutionsLibrary » October 2016 YourShare
October 12, 2016 | Market Commentary
Consumer Spending Remains a Strong Contributor to Growth The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary …
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All AudiencesLibrary » Product Spotlight: Pro-Blend® Conservative Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Conservative Term Series.
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Financial AdvisorsLibrary » Product Spotlight: Pro-Blend® Maximum Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Maximum Term Series.
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Financial Advisors