Uploaded June 2026 | Updated September 2026, 2 days ago
We believe small cap stocks are one of the most overlooked stories in the market right now. Let’s break down why the Russell 2000 is dramatically outperforming the S&P 500 and even the Nasdaq year to date, despite expectations of rising interest rates that would typically hurt smaller companies. We’ll compare the SPY and IWM ETFs, explain the relationship between rate expectations and small-cap performance, and walk through why nimble small-cap companies are actually thriving in the current environment. If you've noticed your small cap funds doing well inside your 401(k), TSP, or IRA, this video explains exactly why and what to potentially expect looking forward!
Disclosure:
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This content is for informational and educational purposes only and should not be considered investment advice or a recommendation. Any references to market performance, including comparisons between indices such as the S&P 500 and Russell 2000, reflect data provided as of 6/4/2026 for the last 6 months (Jan-Jun 2026) and are based on publicly available sources believed to be reliable, but are not guaranteed as to accuracy or completeness. Indexes are unmanaged, cannot be invested in directly, and do not reflect fees or expenses. Investing involves risk, including the potential loss of principal, and small-cap stocks may be more volatile and subject to greater risk than large-cap stocks. Market conditions and economic factors can change, and investment decisions should be based on an individual's financial situation, objectives, and time horizon in consultation with a qualified financial professional.
For index definitions, click here: stewardpartners.com/Common-Index-Definitions.2.htm
Investment advisory services are offered through Steward Partners Investment advisory LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners
Sources: Yahoo Finance, J.P. Morgan, Investopedia
#retirement #retirementplanning #dohstr8
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We believe small cap stocks are one of the most overlooked stories in the market right now. Let’s break down why the Russell 2000 is dramatically outperforming the S&P 500 and even the Nasdaq year to date, despite expectations of rising interest rates that would typically hurt smaller companies. We’ll compare the SPY and IWM ETFs, explain the relationship between rate expectations and small-cap performance, and walk through why nimble small-cap companies are actually thriving in the current environment. If you've noticed your small cap funds doing well inside your 401(k), TSP, or IRA, this video explains exactly why and what to potentially expect looking forward!
Disclosure:
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This content is for informational and educational purposes only and should not be considered investment advice or a recommendation. Any references to market performance, including comparisons between indices such as the S&P 500 and Russell 2000, reflect data provided as of 6/4/2026 for the last 6 months (Jan-Jun 2026) and are based on publicly available sources believed to be reliable, but are not guaranteed as to accuracy or completeness. Indexes are unmanaged, cannot be invested in directly, and do not reflect fees or expenses. Investing involves risk, including the potential loss of principal, and small-cap stocks may be more volatile and subject to greater risk than large-cap stocks. Market conditions and economic factors can change, and investment decisions should be based on an individual's financial situation, objectives, and time horizon in consultation with a qualified financial professional.
For index definitions, click here: stewardpartners.com/Common-Index-Definitions.2.htm
Investment advisory services are offered through Steward Partners Investment advisory LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners
Sources: Yahoo Finance, J.P. Morgan, Investopedia
#retirement #retirementplanning #dohstr8
---Ready to subscribe---
youtube.com/jazzwealth?sub_confirmation=1
For more information visit:
jazzwealth.com
--- Instagram @jazzWealth
facebook.com/JazzWealth
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
