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Posted November 30, 2023

Best Month Since July 2022

November has historically been one of the better months for stocks and marks the beginning of what is traditionally a good 3-month period for the market.  Coming into November the […]

Posted October 31, 2023

3-Month Losing Streak

Last month we said interest rates and oil prices were likely to be the catalysts for the market, but the horrific Hamas massacres in Israel changed the narrative and added […]

Posted September 29, 2023

Another Lousy September

For reasons that are not clear, September has historically been the worst month of the year for stock market performance.  It is the only month that has, on average, closed […]

Posted August 31, 2023

Some Profit Taking

Coming into August the S&P 500 had risen for 5 consecutive months, and we wondered at the end of last month if it wasn’t time for a breather.  Let’s face […]

Posted July 31, 2023

More New Highs

July is traditionally one of the better months for stock market performance and it continued that trend this year.  The 30 stock Dow Industrial average had been lagging the overall […]

Posted July 3, 2023

Up Up and Away

Despite rising interest rates and a slowing economy, the S&P 500 was up 8.9% at the end of May and that momentum continued into June.  At the end of May, […]

Posted May 31, 2023

Sell in May and Go Away?

May has historically been a difficult month for stocks with an average return of 0%.  You may have heard the old adage “sell in May and go away” that harkens […]

Posted May 1, 2023

Typical April Gain

April is traditionally one of the better months for stock market performance as last-minute money flows into retirement accounts.  With that said, history is merely a guide as last year […]

Posted April 6, 2023

Rally Resumes

For the last 8 months interest rates have been dictating market movement and we expected that to continue in March.  However, the surprise collapse of Silicon Valley Bank was a […]

Posted February 1, 2023

Great Start to the New Year

Last month we pointed out January is traditionally one of the better months for stock market performance and it was again this year.  Regardless of your income level, if you […]

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