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Monthly Investment Report

This report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance.

Monthly Investment Report

This report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance.

Markets at a Glance:
June 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 market performance—including the continued dominance of Nvidia and other technology stocks, the rising cost of home ownership and recent meme stock popularity.

Monthly Investment Reports published prior to 2019 were created under the Wespath Investment Management brand name. Upon the January 2019 launch of Wespath Institutional Investments, the Wespath Investment Management brand name was discontinued.