It’s been a rollercoaster of a ride so far this November. The S&P 5001 has been up, down, and is now back just above where we started the month (stockcharts.com). We remain hopeful and optimistic that we’ll see the famed “Santa Clause Rally” that often occurs in the second half …
Historically, the months of September and October don’t have good odds of positive returns in the stock market (Stock Trader’s Almanac). And while September this year was slightly positive, October came in and gave back all the gains of the S&P 500 for the year so far (Fast Track data). …
Yesterday’s market declines (the S&P 500 down 3.29%, according to FastTrack data) were entirely within the range of a normal adjustment. Despite the claims of talking heads, this doesn’t appear to be a “crash,” nor is it a reason to panic. It has been our outlook for the second half …
“So far, so good” is surprisingly how we are faring in the 3rd quarter of this year. We continue to remain in a seasonally questionable time, but overall the S&P 5001 is still holding above its long-term moving averages (see chart below). And while we’ve seen a slight rotation from …
Normally, we find that this time of year can be a bit dodgy in the stock market, but so far the 3rd quarter has been relatively quiet and calm. However, we still have to get through September. According to the Stock Trader’s Almanac, the S&P 500 ends the month of …
Usually, for us, July is the quietest time of the year. But not this year. We’ve been kept surprisingly busy with a lot of client referral – we can’t thank you enough! Historically, the performance of the stock market in July is usually the bright spot of the summer …
I’m often asked about life insurance. Should I have life insurance? If so, how much? What kind is best? These are all great questions. As a financial planner, I’ve seen life insurance make or break a family in transition after a loss. It is not a fun thing to think …
Ah, jigsaw puzzles. I had a love-hate relationship with them as a kid…I just loved being done, but I hated getting stuck and frustrated while working through the puzzle itself – sound familiar? Financial planning can be a lot like working on a jigsaw puzzle. We love to be done, …
So far, June has been more positive than we had expected. Even with the increased volatility earlier this week, the S&P 5001 is still generally positive, and by our measure, still trending upwards (FastTrack data). While news headlines have been pointing towards “trade wars” between the US and many other …
After a volatile, yet slow, start to 2018, we’re now heading into the part of the year that historically brings more choppiness. According to the Stock Trader’s Almanac, the period between the end of May and Halloween is historically the lowest performing of the year. This is what prompts the …
