At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances.

United Asset Strategies believes that the single most important investment principle is diversification. We are committed to providing an exceptional client experience, and delivering prudent, disciplined daily money management. United is here to help you plan for the possibilities, whether that’s through our Investment Management, Wealth Management, Pension Consulting, or Insurance Services.

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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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