Our podcast, Wealth Simplified, aims to bring financial literacy and education to anyone who wants to learn. Whether you’re a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.
On this month’s show, Samantha Spitzer Sheetz, CFP®, CDFA® and Ali Swart, CFP® welcome Nate Ecoff, CFA to the podcast to discuss the evolving nature of the market, sharing insights and potential strategies to help navigate mid-year challenges and opportunities for the remainder of the year.
“To your point, it’s been a very narrow market rally. The top 7 stocks in the index, so Apple, Microsoft, Google, Tesla, Nvidia, Meta, and Amazon – they make up over 27% of the S&P500 Index and those 7 stocks alone account for over 90% of the market returns so far YTD. It’s been a stark reversal from last year.”
To learn more about our podcast and listen to this month’s episode, please visit: https://offer.waldronprivatewealth.com/wealth-simplified
