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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.
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Help clients maneuver in markets
Quarterly manager commentary
Chris Galipeau hosts a discussion on the economy and markets.
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Ideas for wealth management
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.
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