Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

17th Best Start to a Year for Stocks

Sept Student of the Market

A brief look at the 20 best starts in history for stocks and how the last 4 months of the year could unfold. Also included in this Student of the Market:

  • Is September historically the worst month for U.S. Stocks?
  • A review of both stock and bond fund flows
  • Housing price inflation
  • A visual graphic on the value of systematic investing
September 21, 2021
Sept Student of the Market
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • IRA Contribution Deadline

    Contribute to an IRA Before the May 17th Deadline

    April 12, 2021
    Tax rules are ever-changing. A new deadline is looming for contributions to an IRA. Now taxpayers of all ages may be able to claim a deduction of on their 2020 tax return for their IRA made through May 17, 2021. More details can be found in this article.
    Read this Article
  • Historic Bear Market in Bonds

    Historic Bear Market in Bonds

    October 24, 2022
    As market volatility continues and the mid-term election draws rapidly near, this month’s Student of the Market gives insight into the relationship between midterm election years and market performance. You might be surprised to see the breakdown of U.S. stock sector performance for the last five Presidents. Also stats on performance following peaks in inflation and performance 12 months after bad starts for bonds/stocks, may bring some relief.
    Read this Article

  • Seasonal Stock Returns

    May 18, 2021
    This May edition of the Student of the Market looks at recent stats and trends, such as value performance, fund flows, seasonal stock returns, as well as providing a quick primer on inflation.
    Read this Article
  • Time to Reassess Your Portfolio

    Time to Reassess Your Portfolio

    January 6, 2024
    Market swings often prompt investors to reassess their portfolios. Instead, regular review of your portfolio is helpful to remain aligned with your financial objectives. Maintaining a regular investment program and balancing your portfolio to account for a comfortable risk level are important to the overall success of your financial strategies.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset