This Bull Market Is Broadening

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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

This article is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, accounting, and financial professionals if you want more information. This content is developed from sources believed to be providing accurate information, and provided by Copyright (c) 2024 Faubion Wealth Management LLC. All rights reserved. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.