In This Issue:

Will July 2024 Be a Harbinger of Small-Cap Strength in U.S. Equities?

In July 2024, U.S. small-cap stocks, specifically the Russell 2000 Index, saw notable gains after a period of underperformance. Historically, similar short-term surges have led to higher returns over subsequent months. WisdomTree highlights that small caps, now valued at a 25% discount compared to large caps, offer potential opportunities.

Updated Periodic Table of Asset Class Returns

Now updated through July 31, use this table with clients to illustrate return characteristics of asset classes over time.

Did You Know?

Checks need to be sent directly to the custodian with the account number on them.

A Strong Week for Equities Propelled Aggressive Portfolios

Small Caps Recover Earlier Losses Helped by An Improving Earnings Backdrop; U.S. Equity Valuations Likely Reflect Inflation Slowdown

Technology Strategies to Consider

For investors looking to capitalize on the ever-expanding technological landscape, the BlackRock Technology Opportunities Fund and Global X Digital Innovation model have proven to be compelling choices.

Explore Our Investment Insights Center

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.

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