July is historically the best month of the year for stock market performance and this year was true to form. We came into the month with the S&P up nearly […]
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Market Updates
More New All-Time Highs
Summer tends to be a good time for the stock market, but we came into June worried about what the tariff tantrums might do to sideline this bullish tendency. In […]
Best Month Since November 2023
We mentioned in last month’s letter that May has historically been an underperformer when it comes to stocks. However, we suggested this year the tariff tantrums were going to drive […]
Tariff Tantrum
April has traditionally been one of the best months of the year for stock performance as it has been the beneficiary of last-minute deposits to IRA accounts which often go […]
Worst Month Since September 2022
March has typically been a quiet month, but we suggested in last month’s market update things may be different this year. The market has been in a corrective cycle since […]
Risk Off
Over the past 50 years February has been the second worst month for stocks as some take profits after the traditionally strongest 3 months of the year, so we came […]
Great Start to 2025
January is traditionally a good month for the market as it is the month with the largest inflow of money into retirement accounts. Regardless of your income, if you participate […]
A Second Consecutive Year With S&P Up More Than 20%
December is traditionally one of the best months of the year for the stock market. Investors tend to be in a festive mood sending the market higher 73% of the […]
Second Best Month This Year
November has historically been the beginning of a 3-month period that accounts for 50% of all stock market gains for the year. Investors tend to be in a good mood […]
Second Down Month in 2024
Despite a bad reputation the month of September closed with a gain of 2% for the S&P 500 and we wondered if October might be more difficult. Except for April, […]
