Story by Joe Warren
Staying Opportunistic Amid Market Disguises
Over the past month, many stocks have quietly entered a stealth bear market, with a number of names down more than 20%. This may come as a surprise to some investors, given that the S&P 500 is only about 3% off its highs. The reason lies in the index’s heavy concentration; the “Magnificent Seven” now make up nearly half of its total value. A few of those stocks, such as Amazon and Google, climbed after strong earnings, which helped mask the broader market weakness.
So what should investors do when most stocks are declining? We use these periods as opportunities to selectively add to our favorite positions while they’re on sale. Today’s rally, following reports that Congress reached a deal to reopen the government, reinforces that approach. The principle remains simple: buy quality investments when they’re down, not when they’re up.
Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.
There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.
For any inquiries, questions or commendations, please call: 854-246-8881 or fill out the following form
© 2025 Warren Capital Group. All Rights Reserved.
