Strategy Commentary

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Quarterly Commentary

September 30, 2024

Global

Our comments in the note below will reference the “Core Maximizer Global Growth with Income” strategy, which represents the typical 60% Equity/40% Fixed Income strategy/allocation. Our investment team incorporates active (i.e., tactical) allocations of various asset classes and compares these performance results against a pre-determined standard benchmark (i.e., strategic weighting)

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

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    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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