Bucket investors didn’t have to raid cash to provide their living expenses in 2024. In a buoyant market in which stocks extended their gains from 2023, the bucket portfolios all got a boost from their ...

My Retirement Saver portfolios, which are geared toward people who have several—or possibly many—years until retirement, hold anywhere from 50% to 95% in stocks. Thus, it’s little wonder that all of ...

The year 2024 was a strong one for the U.S. stock market. The S&P 500, one of the most widely followed broad stock market indexes, posted a gain of over 23%. This was on the heels of a 24.2% rise in ...

In 4Q24, we crossed $10M in AUM, emphasizing patient growth and strategic portfolio management, with a focus on long-term investments and five-year doubles. Key drivers include CCRD, PDEX, and RSSS, ...

International markets showed resilience with rising earnings estimates and lower interest rates, driving gains despite economic growth concerns. Lazard International Equity Select Portfolio ...