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2nd Quarter 2024: The Concentration Conundrum

The Concentration Conundrum

Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P 500 generated solid gains. By market capitalization, large caps outperformed small caps in Q2, as they did in the first quarter of 2024. On a sector level, performance was decidedly mixed. Five of the 11 S&P 500 sectors finished the second quarter with positive returns, led by Information Technology and Communication Services. Utilities also logged modest gains with both Consumer categories rounding out the list. All other market sectors declined to varying degrees during the quarter, reflecting investor concerns over potentially slowing US and global economic growth.

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eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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