Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Article

Large Cap Stock Outperformance

Large Cap Stock Outperformance

Large cap stock performance is catching up with the last big technology advancement in the 1990’s, making the 3-year outperformance of large cap stocks over small cap stocks the largest since Dec 1999. This Student of the Market also takes a look at stock market performance concentration showing up internationally, a comparison of Inflation to the Fed funds rate, and more.

August 1, 2024
Large Cap Stock Outperformance
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • What's Driving the Market

    Podcast Highlight - What the Market is Forecasting for Rates

    March 8, 2023
    Diving deeper into examining the Federal Reserve, the team explains the popular term Soft Landing for the economy. Also, what the Market is using to forecast what the Feds will do with interest rates.
    Read this Article
  • Tax Strategy: Timing is Everything

    February 7, 2023
    Waiting until just before April 15 to start thinking about your taxes may prove to be a costly mistake. Lowering your tax bill involves careful planning. A good tax strategy takes into consideration two time frames – “now” the 12 months of the current tax year, and “later” covers long-range tax strategies that benefit your future.
    Read this Article
  • Summer Heat Means More Boating Days

    Summer Heat Means More Boating Days

    July 16, 2021
    On bright and sunny summer days, the allure of the water can be irresistible. But before you set sail, take some time to consider whether you and your passengers meet the required safety standards and are prepared for any unforeseen events. This article covers the basics of boat owners insurance.
    Read this Article
  • Market Performance and a Recession Indicator

    Market Performance and a Recession Indicator

    December 1, 2022
    U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year. A quick glance at the most reliable recession indicator and how alternative asset classes do better when the return on “cash” is higher. Plus stats on market performance.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset