Q1 2024 Market Summary

Stock markets have seen impressive growth in Q1 2024, with the Russell 3000 up 10%, the S&P 500 up 10.2%, and more.

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%.

Review Our Q1 Market Returns Reports

 

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.

Listen in on our recent discussion on the markets. 

Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Curio Wealth, LLC [“Curio Wealth”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Curio Wealth. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Curio Wealth is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Curio Wealth’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.curiowealth.com. Please Note: Curio Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Curio Wealth’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Curio Wealth client, please contact Curio Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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