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The latest insights
  • The midterms and your portfolio: what history tells us
  • Separately Managed Accounts: What they are and when they make sense
  • All-time high? Or just another Thursday?

Quarterly Market Update: A Review of the Second Quarter of 2024

July 17, 2024
Author: Alex Canellopoulos, CFA, CFP®

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. In our quarterly market review video, Vista’s Director of Investments Alex Canellopoulos, CFA, CFP® shares highlights and observations about the year so far, including the role of international stocks in Vista’s portfolios.

Alex Canellopoulos, CFA, CFP®

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Article tags
Active vs. passiveDiversificationEconomy and markets

Related articles
Investing

The midterms and your portfolio: what history tells us

November 5, 2026By Alex Canellopoulos, CFA, CFP®

Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.

Investing

Separately Managed Accounts: What they are and when they make sense

October 19, 2026By Alex Canellopoulos, CFA, CFP®

Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.

Investing

All-time high? Or just another Thursday?

September 11, 2026By Joe Rayburn, CFP®

New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.

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