October 2024
401(k) Allocation

401K Allocation

There are trades. 

We adjusted our large-cap stock exposure to achieve a more balanced position between growth and value.

As always, if you have any questions about how to rebalance your 401K, we encourage you to reach out to us!

MARKET UPDATE
FINANCIAL PLANNING

To download the October 2024 Newsletter: CLICK HERE

(Click on the Image to enlarge it.)

This commentary reflects the personal opinions, viewpoints and analyses of the Copperwynd Financial, LLC employees providing such comments and should not be regarded as a description of advisory services provided by Copperwynd Financial, LLC or performance returns of any Copperwynd Financial, LLC client.

The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.