---
title: 2024 - Talbot Financial, LLC
---

## [1Q 2024 Review](https://www.talbotfinancial.com/index.php?option=com_content&view=article&id=29:1q-2024-review&catid=12)

Written by Mary on 19 February 2026. Posted in [2024](https://www.talbotfinancial.com/component/content/category/9-newsletters/12-2024).

Please find attached your Talbot Financial first quarter 2024 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

**NO PDF**

## [2Q 2024 Review](https://www.talbotfinancial.com/index.php?option=com_content&view=article&id=28:2q-2024-review&catid=12)

Written by Mary on 19 February 2026. Posted in [2024](https://www.talbotfinancial.com/component/content/category/9-newsletters/12-2024).

Please find attached your Talbot Financial second quarter 2024 portfolio review to supplement your monthly account statements available from Schwab. The report provides a performance summary of your investment portfolio compared to the S&P; 500 Total Return Index (“Index”), Talbot Financial’s benchmark, and lists your investment portfolio holdings by industry sector.

**NO PDF**