Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year. Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%. Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...
The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%. However, deeper analysis paints a picture that isn't quite as rosy. The S&P 500 is a market-capitalization weighted index. When you look at the equal-weighted index, the return is...
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