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The Federal Reserve met last month and decided to begin easing monetary policy by lowering interest rates by .50% (50 bps). The Fed’s directional shift in policy is likely to…

Of note, the International Emerging Markets asset class led the 2nd quarter in equity indices with a 5% return, followed by U.S. Large Cap (4.28%) which is leading YTD with…

The first quarter of 2024 saw all new market highs with Large-Cap stocks leading the charge amid economic growth coming in at 3.2% in the 4th quarter of 2023 and…

Coming into 2023, investor pessimism was high. The markets had performed terribly in 2022, with the S&P 500 index ending down 18.1% and the traditional retirement portfolio (60% Stock and…