The Core Income Builder Portfolio saw a -1.21% decline in March, with YTD and quarter total returns of 3.53% and an average yield of 3.45%. Market volatility driven by mega-cap tech stocks impacted ...
June saw strong equity gains, led by technology, with S&P 500 and Nasdaq hitting new highs, but market breadth remained narrow. We also participated in the upside with the Core Income Builder ...
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