Stocks Surge to New Highs to Start 2024
By John Lau April 1, 2024 – The rally in the first quarter of 2024 was a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelling stocks higher, as the S&P 500 rose above 5,000 for the first time and hit new all-time highs. […]
Small Cap Q1 2024 Commentary
Q1 An Uneventful Quarter The first quarter was relatively uneventful in our portfolio. The Small Cap Composite finished the quarter flat, trailing the Russell 2000 Index. The stocks of our largest positions were mixed, some helping, some hurting, causing the rather pedestrian performance. Underneath the stock performance the fundamental picture is quite positive. We are […]
Raj Bhattacharyya on NASDAQ TradeTalks
April 1, 2024 – CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to have in the industry, what leaders are seeing in 2024, and how these trends in growth will continue to shape wealth […]