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Advisor TalkingPoints: Uncertainties still abound in the economy, but inflation is moderating, Treasury yields have eased, and slow growth continues. Prepare for client interactions with our monthly review, which includes the latest on inflation, wage growth, the labor market, earnings, GDP and more.
A mild, short recession in the offing as Fed raised interest rates 25bp in early February, promising more hikes to come.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025