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Fed Rate Cuts, Election Season, and What Lies Ahead for Your Portfolio!
In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.
U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun.
We are proud of this honor, which underscores our dedication to delivering outstanding financial guidance and support to our clients.
While rate cuts typically aim to stimulate growth in times of crisis, we caution against reading into the magnitude of this cut and whether it reflects concerns that go beyond merely fine-tuning inflation control.
If you would like to speak about any of the issues we touched on above, do not hesitate to reach out to your advisor.
Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.