Recent Commentary
Recent Commentary
After a strong first quarter, equity market returns were more mixed in the past 3 months. The S&P 500®, driven by a small group of AI-focused Technology stocks[1]continued higher, while most other areas of the US stock market pulled back, including Small- and Mid-cap[2], the average S&P 500® stock, Value indexes and Dividend stocks.
[1] All references to the stock market are the S&P 500®
This and future references to Sector specific returns are from J.P. Morgan Fixed Income Dynamics 2Q/2024 as of June 30, 2024.
[2] This and future references to specific strategies are based on June 30, 2024, Index Returns for those strategies.
….
Get In Touch Today
White Plains, New York 10606
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities and is not investment advice. All investments involve risk. Past performance is not an indication of future return. Investment Advisory Services offered through Matrix Asset Advisors, Inc. a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.