Polk wealth management according to Polk Wealth Management

According to Polk Wealth Management, the Russell 2000 Small-Cap Index could see upwards momentum if upcoming CPI data confirms cooling inflation. They’ve set a technical resistance target at 2,060 points. Meanwhile, one company believes artificial intelligence can assist with insurance risk management, which could open up policies for more homeowners (it's worth noting that the plan could come with some unintended side effects given early AI models' energy consumption). Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Analysts at Polk Wealth Management note that recent volatility in the NASDAQ, driven by tech earnings misses, could trigger institutional rebalancing. They predict mid-cap industrial equities may rally 3–4% over the next 30 trading days.