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Title: Portfolio Compass | April 19, 2017

Description: “We expect mid-single-digit returns for the S&P 500 in 2017, consistent with historical mid-to-late economic cycle performance."
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Title: "Are Rates Still Heading Higher?" | Bond Market Perspectives | April 18, 2017

Description: "Many market participants came into 2017 believing rates would finally take a straight path higher, but this hasn't been the case."
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Title: “Which Breaks First, Stock Prices or Uncertainty?” | Weekly Market Commentary | April 17, 2017

Description: “Some significant technical trend lines are in play, so we take a closer look at market technicals and sentiment this week.”
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Title: "Corporate Tax Reform Takes Center Stage" | Weekly Economic Commentary | April 17, 2017

Description: "Corporate tax reform has taken center stage as the headline policy issue."
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Title: "Mortgage-Backed Securities After the Fed" | Bond Market Perspectives | April 11, 2017

Description: "The minutes from the FOMC's March 14-15, meeting indicated the Fed may be interested in reducing the size of their balance sheet."
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Title: Market Insight Monthly | March 2017

Description: "March 2017 economic reports continued to point to prospects of improved growth over the course of 2017, but there are signs that growth in the first quarter may not be as strong as had been expected.”
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Title: "The $4.2 Trillion Dilemma" | Weekly Economic Commentary | April 10, 2017

Description: "Minutes from the most recent Federal Reserve (Fed) meeting, released last Wednesday, sparked selling of stocks and bonds, as investors read that the Fed may reduce its $4.2 trillion balance sheet."
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Title: "First Quarter 2017 Earnings Preview: Double Digits?" | Weekly Market Commentary | April 10, 2017

Description: "The S&P 500 is poised for double-digit earnings growth in the first quarter. "
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Title: "Good Data and Policy Hope Lead to Stock Market Strength" | Market Insight Quarterly | First Quarter 2017

Description: "U.S. economic growth has improved in Q1, though hard versus soft data remains a question."
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Title: "Q1 Recap: Strong Start" | Bond Market Perspectives | April 4, 2017

Description: "Almost all fixed income sectors posted positive returns in the first quarter of 2017--a strong start to the year."
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Title: "April Preview" | Weekly Economic Commentary | April 3, 2017

Description: "April brings several significant events with the potential to move markets."
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Title: “Checking In On Some Trump Trades” | Weekly Market Commentary | April 3, 2017

Description: “This week we check in on some so-called Trump trades, including small caps, financials, and industrials.”
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Title: "Municipal Bonds: A Diversification Opportunity" | Bond Market Perspectives | March 28, 2017

Description: "Municipal bonds offer a tax-advantaged way to help diversify portfolios while remaining high in credit quality."
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Title: “The Stock Market’s Final Four Factors” | Weekly Market Commentary | March 27, 2017

Description: “This week we share our “Final Four Factors” for the stock market in 2017.”
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Title: "Currency Matters—Eddies in the Interest Rate River" | Weekly Economic Commentary | March 27, 2017

Description: "Movement of the U.S. dollar is one of the primary drivers that determine the relative performance of U.S. and international investments. "
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Title: "Bank Loans Check In" | Bond Market Perspectives | March 21, 2017

Description: "Bank loans may be positioned well for today’s environment of gradually higher trending short-term interest rates."
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Title: “Will This Sixteen Be Sweet?” | Weekly Market Commentary | March 20, 2017

Description: “In the spirit of the exciting NCAA college basketball tournament, we have compiled our “Sweet 16” for the markets.”
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Title: "Trump's First 50 (or so) Days" | Weekly Economic Commentary | March 20, 2017

Description: "Halfway through the first 100 days of Trump’s presidency many major policy initiatives have yet to be passed, but there are few signs of policy derailment."
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Title: Portfolio Compass | March 15, 2017

Description: “Moved fixed income credit quality view to medium from medium/low.”

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Title: "Finally, Higher Yields in Shorter Maturities" | Bond Market Perspectives | March 14, 2017

Description: "High-quality bonds have cheapened from their low yields in July 2016, offering higher yields in most sectors."
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Title: "FOMC FAQs: Will the Dots Move?" | Weekly Economic Commentary | March 13, 2017

Description: "The Fed holds its second of eight FOMC meetings of 2017 this Tuesday and Wednesday,
03/14/17 – 03/15/17"
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Title: “How Much Is Left in the Tank?” | Weekly Market Commentary | March 13, 2017

Description: “This week we look at the the bull market and evaluate its longevity based on some of our favorite indicators.”
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Title: Market Insight Monthly | February 2017

Description: "As they did in January 2017, February 2017 economic reports, which mostly reflect economic activity that occurred in January 2017, continued to support real gross domestic product (GDP) growth of about 2.5–3.0% for the first quarter of 2017, according to “NowCast” model estimates by the New York and Atlanta Federal Reserve Banks (Fed).”
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Title: "Fedspeak Flattener" | Bond Market Perspectives | March 7, 2017

Description: "The bond market is signaling to the Fed that it expects a rate hike in March."
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Title: “Corporate Beige Book: Better Sentiment and Lots of Tax Talk” | Weekly Market Commentary | March 6, 2017

Description: “It should come as little surprise that sentiment among corporate executives improved during the fourth quarter of 2016.”
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Title: "Beige Book" | Weekly Economic Commentary | March 6, 2017

Description: "The Beige Book suggests continued economic growth."
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Title: "Emerging Markets Debt: A Delicate Balance" | Bond Market Perspectives | February 28, 2017

Description: "EMD has now recovered to pre-election levels, making it among the best performing bond sectors year to date."
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Title: “Tiptoe Through The Tulips—And Other European Offerings” | Weekly Market Commentary | February 27, 2017

Description: “The case for increasing European investments is getting stronger, as we evaluate the fundamentals, valuations, and to a lesser extent the technicals.”
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Title: "March Preview" | Weekly Economic Commentary | February 27, 2017

Description: "• March brings several significant events that have the potential to be market movers."
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Title: Search for Income | Q4 2016

Description: The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
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