In the opening months of 2024, Curio Wealth witnessed robust performance across global stock markets. Notably, the Russell 3000 index surged by 10%, the S&P 500 by 10.2%, and small US enterprises, reflected in the Russell 2000, experienced a solid 4.8% growth. International developed markets saw a rise of 5.6%, while emerging markets registered a climb of 2.4%. Despite a strong finish to 2023, bond prices plateaued, with the Bloomberg Barclays Aggregate showing a slight decline of 0.8%.
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Some investors believe that the current state of the stock market provides clues about its future path. However, research indicates that predicting stock returns is highly uncertain. Relying on the market’s present state or recent trends for investment decisions constitutes market timing. That’s why at Curio Wealth our goal is to ensure that your investment portfolio aligns seamlessly with your financial objectives – for the long term.