Q2 2024 | Quarterly Market Review

Q2 2024 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, and then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic:  Reality Meets Expectation for the Mag 7

“It is unlikely any stock has an expected return of 100% per year. That seems too high to be the cost of equity capital for a company, and it’s doubtful anyone would sell a stock with an expected return 10 times the historical stock market return.1 A realized return that big likely means the company surprised investors in a good way..”

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What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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