Footnotes and Sources
1. The Wall Street Journal, May 22, 2024
2. Sectorspdrs.com, May 24, 2024
3. The Wall Street Journal, May 22, 2024
4. Statista.com, May 24, 2024
5. IRS.gov, January 24, 2023
Investing involves risks, and investment decisions should be based on your own
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investments will fluctuate as market conditions change. When sold, investments
may be worth more or less than their original cost.
The forecasts or forward-looking statements are based on assumptions, may
not materialize, and are subject to revision without notice.
The market indexes discussed are unmanaged, and generally, considered
representative of their respective markets. Index performance is not indicative
of the past performance of a particular investment. Indexes do not incur
management fees, costs, and expenses. Individuals cannot directly invest in
unmanaged indexes. Past performance does not guarantee future results.
The Dow Jones Industrial Average is an unmanaged index that is generally
considered representative of large-capitalization companies on the U.S. stock
market. Nasdaq Composite is an index of the common stocks and similar
securities listed on the NASDAQ stock market and is considered a broad
indicator of the performance of technology and growth companies. The MSCI
EAFE Index was created by Morgan Stanley Capital International (MSCI) and
serves as a benchmark of the performance of major international equity
markets, as represented by 21 major MSCI indexes from Europe, Australia, and
Southeast Asia. The S&P 500 Composite Index is an unmanaged group of
securities that are considered to be representative of the stock market in
general.
U.S. Treasury Notes are guaranteed by the federal government as to the timely
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maturity, it may be worth more or less than the original price paid. Fixed
income investments are subject to various risks including changes in interest
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events, tax ramifications and other factors.
International investments carry additional risks, which include differences in
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markets. These factors may result in greater share price volatility.
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