July 2024 Market Update: Insights on Stocks, Bonds, and Economic Trends

Join us for the July 2024 State of the Market update, where we review the latest performance of capital markets over the past three to six months.

We'll cover key economic updates, analyze the relative performance of smaller companies over the past decades, and share recent research insights. Highlights include:

• US stock market Q2 review

• International stock trends

• Emerging markets vs developed markets performance

• Bond market analysis

• Examination of the price-to-earnings ratio trends

• Discussion on small vs. large company performance

We trust this video will be informative and aid you on your financial journey.

What Happened to the Size Premium?: https://www.morningstar.com/alternative-investments/what-happened-size-premium

Taking Over the Size Effect: Asset Pricing Implications of Merger Activity: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4055513

https://www.protiviti.com/sites/default/files/2022-06/2022-sox-compliance-survey-protiviti.pdf

Size Matters, If You Control Your Junk: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2553889

Fact, Fiction, and the Size Effect: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3177539

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.