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Nov 19, 2021

Catherine Keating on Bloomberg TV’s ‘Wall Street Week’

CEO Catherine Keating joined Bloomberg TV’s ‘Wall Street Week’ on Nov. 19 with anchor David Westin and guest panelist John Graham from CPP Investments to discuss the week in markets, the economy, inflation and more.

News
Nov 8, 2021

Joan Crain in Financial Advisor: Should Clients Wait A Year To Make Big Donations?

Joan Crain, senior director and global wealth strategist, discussed with Financial Advisor how the powerful deduction tool of charitable contributions needs the right timing and the effective tax strategies for clients who want to donate.
News
Nov 1, 2021

Kathleen Stewart in Barron’s: Considering a Roth IRA Conversion? There’s No Time Like The Present.

Senior Wealth Strategist Kathleen Stewart spoke with Barron’s about the implications of possible changes to backdoor IRA policy. If you have a Barron's subscription, click to access the full article.

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December 13, 2021

Register Now: Monthly Economic and Market Webcast - Investment Analysis and Strategy

Please join Chief Investment Officer Leo Grohowski and a panel of experts for our Monthly Economic and Market Webcast.
Webcasts
October 25, 2021

Watch the Replay: Monthly Economic and Market Webcast - Investment Analysis and Strategy

Watch a replay of our Economic and Market Webcast from October 25, where our experts discussed the market’s ability to climb a wall of worry – including concerns about political wrangling in Washington, D.C. surrounding spending plans and potential taxes, Fed tapering, peak growth concerns and inflation.

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