Over the past few months, we have been pointing out stock valuations are stretched and in need of a period of consolidation. September has historically been a tough month for […]
Latest Updates
Market Updates
7 Month Winning Streak
The S&P 500 was on a 6-month 18% winning streak coming into August. We thought a continued increase in Covid cases could weigh on the market, but cases continued to […]
Six Straight Months of Gains
July has historically been the best month of the year for stock market performance and this July was true to form. We saw the majority of Q2 earnings reports during […]
Best First Half Since 1998
Monthly Market Recap – June June is traditionally a very average month for the market, with a typical gain of .8% and a positive close 60% of the time. At […]
Monthly Market Recap – May
May is one of only 2 months during the year where the stock market historically does not finish in positive territory. We wondered if the delay in filing income taxes […]
4th Consecutive Month Higher
May is one of only 2 months during the year where the stock market historically does not finish in positive territory. We wondered if the delay in filing income taxes […]
Best Month Since November
April is traditionally one of the better months for the stock market as investors pour money into retirement accounts as they file their tax returns. The IRS has extended the […]
Stocks Higher for a 4th Consecutive Quarter
Both January and February began with nice rallies and it was the same in March. On the first day of the month the S&P 500 jumped more than 2%, its […]
Vaccines and Stimulus
February is historically the only month of the year with a net gain/loss of 0. January got off to a strong start but ended with a slide into negative territory […]
Profit Taking
January is traditionally one of the best months of the year for the market. 401K plans are an important source of new money for the market and, regardless of your […]
