Asset Management

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Bond Insights

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."
Washington Watch

Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?
Bond Insights

The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

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