Profile picture for user The Wealth Advisor

The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Syntax Direct: A Direct-to-Index Solution Platform

Many portfolios have benefitted from their passive exposure to the S&P 500, as have actively managed large cap growth-oriented equity funds. These strategies have performed very well in 2023 and through 2024 (year-to-date). The strong outperformance of these investments has created heavy exposure in many domestic equity portfolios towards technology-related stocks, which have had very strong performance and high valuations as a group.