At United Asset Strategies, our mission is to be a steward to our clients and to each other, leveraging our core values of teamwork, respect, and excellence to meet the evolving needs of our clients.

United seeks to be a trusted partner to our clients, inspiring confidence and peace of mind so they can focus on what matters most. We believe in always acting in the best interest of our clients through our investment management expertise, financial planning services, transparent communication, and a collaborative team approach. 

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United Asset Strategies Quarterly Insights: April 2024

The stock market, as measured by the S&P 500, printed double-digit returns in the first quarter. That strength is depicted in Exhibit 1 and came despite an increase in interest rates that limited bond returns. This is the second straight quarter of double-digit equity returns, the fourth time such a feat has been accomplished since the 1980s. The narrowness of this bull market is well understood, however, with the lion share of returns concentrated in a handful of large-cap stocks, the so-called Magnificent 7, and returns for the typical stock, as measured by the S&P 500 Equal Weight, more modest. And while the trend of Haves and Have Nots continued into the first quarter, in Exhibit 2 we point to early signs of widening participation with most stocks and sectors outperforming the market in March..

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