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This Bull Market Is Broadening
As discussed last week in our mid-year investment themes, the stock market continues to hit new all-time highs. The S&P 500 has gained 19% year-to-date with reinvested dividends, contributing to a total return of 61% since the market bottom in 2022.
While much of this performance has been driven by large-cap technology stocks over the past 18 months, there are now signs that other parts of the market are benefiting as well.
We discuss in this episode of The Wealth Effect Podcast:
🌡️ Performance is broadening beyond large-cap growth
📈 Growth and value can each outperform over long periods
⚠️ Diversifying across styles helps to reduce portfolio risk
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Matt Faubion, CFP®
Founder - Wealth Manager