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Why flexibility matters if Treasury yields climb

An active, flexible posture on rate risk could be helpful given the reasons why Treasury yields might rise from recent low levels.

Why flexibility matters if Treasury yields climb

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Fewer estates taxed under tax reform, but state taxes still a concern

Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.

Fewer estates taxed under tax reform, but state taxes still a concern

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