2023 was a turbulent year in the global economy but by and large, it was a positive year for growth. Where do we see opportunity in 2024?
2023 was a turbulent year in the global economy but by and large, it was a positive year for growth. Where do we see opportunity in 2024?
The charts below should give you some perspective on how a challenging market drawdown can certainly cause some short-term concern but should not be seen as a reason to panic. The markets are resilient and so are your portfolios. What happens after the market sees a decline of >10% in […]
There is obviously quite a bit going on both locally and globally in this last full week of February that has our focus. We have been talking to all our clients constantly about risk in the market – about how risk is always there to some degree in life and […]
Our second edition of our Meet the Managers Series took place virtually during the third week of 2022. Our featured speaker was Dan Waldron from First Trust Portfolios who spent some time talking about two equity ETF offerings. We use First Trust in our portfolios to add equity exposure into […]
While the Global Economy worked to get back to normal after a tumultuous 2020, investors found continued sources for optimism amid a world of rising inflationary pressures and global and domestic political and policy uncertainty. We first look at the relevant storylines and hot topics of the year, then consider […]
Overall, this year was like 2020 in several ways, but its own year just the same.
The broad economic recovery continues to project strength in the equity markets for the next several quarters, but the recent news cycle has been dominated by fears of Inflation. Rising inflation has put a significant strain on the fixed income markets and that is doubly troubling to investors who often […]
Last Wednesday, Tucker helped the Boston College Alumni Network to an hour long webinar covering all the essential financial planning information people need to know to get a jump start on achieving their financial security. Over 200 people logged in to listen to Tucker and Elizabeth Newton, a BC grad […]
To start off the new year, Tucker will be participating in an online webinar geared towards young professionals that will further educate and prepare individuals for financial planning. The event is presented by the Boston College Shaw Society. Attendees will learn crucial information about Estate Plan Documents and building an […]
As focus on the 2020 Presidential Election shifts towards how President-Elect Biden will begin filling out his cabinet, we would like to share with you our thoughts on how this historic election will influence our financial decisions and portfolio positioning in 2021 and in the months ahead of us. There […]