Recent Bad Economic News Doesn’t Spell Muni Bond Defaults

While renewed concerns about economic growth cloud the outlook for US state and local tax collections, we don’t envision a rash of municipal bond defaults if tax collections are lower than expected. Here’s a recent report from my colleague Guy Davidson.

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Why US Profits Have Soared amid Slow Economic Gains

There seems to be a disconnect between US corporate earnings and the state of the economy these days.

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Our View on the Final Participant Advice Rules

In a reversal, the US Department of Labor’s final regulation requires computer-generated investment advice to include target-date funds when comparing the investment offerings provided by a defined contribution plan. But the hurdles to being compliant are high.

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Technology Stocks: Not Necessarily Cyclical

We see two compelling drivers of strong growth for tech stocks ahead, even if the economy weakens, as my colleague Scott Wallace explains.

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