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Key Takeaways GDP is ‘old news’ vs. real-time activity metrics Biggest week of Q3 earnings season next week Company commentary focus: bottlenecks, demand & visibility Out with the old, in with the new! This is a phrase used in all …

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Special Report

Solidify Your Family Legacy by Preparing Your Beneficiaries

Careful planning and open communication is critical for the successful transition of family wealth and values. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal measure. Among those …

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Weekly Content

Weekly Headings

Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of words is …

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Special Report

What’s Your Money Mindset?

Understanding your motivators can help you better control your wealth journey. Sensible about pounds and pennies? More carefree than careful? Planner or play-it-by-ear? Your money personality affects more than just your portfolio, it likely affects your relationships, too – with …

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Weekly Content

Weekly Headings

Key Takeaways Seasonal trends may shift to become a tailwind Stagflation scares overblown as economy remains resilient Comparison to 2011 debt ceiling crisis misplaced The fall season began a few weeks ago, and while the leaves and temperatures may be …

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Investment Strategy

Investment Strategy Quarterly October 2021

The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The World Awakens When Rubber Hits the Road U.S. Economic Outlook: Fiscal Policy Beyond The Pandemic Emerging Markets: An Uneven Recovery Biden’s Agenda: Defining Fall …

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Special Report

Does Your Estate Plan Account for Your Digital Assets

Online services, important documents and family mementos can carry great value. Unlike tangible items like heirloom jewellery and vacation homes, or intangible but well-established considerations like financial securities and accounts, digital assets aren’t always top of mind when building and …

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