Real Personal Finance

The Diversification Illusion of the S&P 500


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The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky.

Smart investors look beyond the U.S. to global markets, small-value stocks, and international giants like Toyota and Taiwan Semiconductor. More variety = less risk.

Join us to see just how staying broadly diversified means so much more than simply investing in the S&P 500.

Ready to learn more? 

  • Scott Frank on LinkedIn 
  • Stone Steps Financial 
  • Meg Bartelt on LinkedIn 
  • Flow Financial Planning

Leave us a question! 

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial.

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Real Personal FinanceBy Scott Frank

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