by Jeff Krumpelman, CFA | Jan 5, 2023 | Insights
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial Average declined 8.8%, the S&P 500 fell 19.4%, and the tech-laden Nasdaq took a -33.1% nosedive.¹ Headlines note that this was the weakest...
by Jeff Krumpelman, CFA | Dec 5, 2022 | Insights
Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...
by Jeff Krumpelman, CFA | Nov 3, 2022 | Insights
“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...
by Jeff Krumpelman, CFA | Oct 4, 2022 | Insights
“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall, Investment Strategist Typical Seasonal Returns I guess you could say that, in one sense, September delivered. It has the well-deserved reputation of...
by Jeff Krumpelman, CFA | Sep 2, 2022 | Insights
“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr. Seuss, “Oh, The Places You’ll Go” S&P 500 Throws Investors a Curve Ball Just when many began to feel that the market may have bottomed on June 16 and...
by Jeff Krumpelman, CFA | Aug 4, 2022 | Insights
“There’s a reason why your windshield is bigger than your rearview mirror. Where you are going is more important than where you came from.” – Anonymous As I was ruminating on last month’s commentary about the horrible first half in the equity markets in 2022...
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