Why the S&P 500 Is Cruising Through Policy Upheaval

Published on June 3, 2025

f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.

Continue reading on website
Other news

Market Valuation, Inflation and Treasury Yields - May 2025

June 3, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Eight Investment Must Reads for This Week (June 3, 2025)

June 3, 2025
CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.