Asset Allocation Bi-Weekly – The Cap-Weighted & Equal-Weighted S&P 500

Published on September 9, 2025

There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.

Continue reading on website
Other news

10 Investment Must Reads for This Week (Sept. 9, 2025)

September 9, 2025
Interval fund sponsor Bluerock fell short of the votes at its investor meeting to convert its embattled real estate fund, but it has two more weeks to wrangle votes. NASAA has amended guidelines for the use of non-traded REITs. These are among the investment must-reads we found this week for financial advisors.

Is it Time to Niche Down as an Advisor? How to Find Your Ideal Client.

September 9, 2025
It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.