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

  • Anatomy of Bull Market Rebounds

    Anatomy of Bull Market Rebounds

    February 27, 2023
    Tracking sport stats is immensely popular - because what an athlete has done in the past can often give an indication of what they might do in the future. The history of bull market rebounds can shed similar insight. This month we look at historical performance following a bear market and the basic structure of a bull market. Included is a recap of performance based on how much the Fed raises rates, the most reliable recession indicator, and more.
    Read this Article
  • What's Driving the Market

    Podcast Highlight - What about the banks and lending?

    June 23, 2023
    Predicting that bank problems aren’t over, the team give their thoughts on the regional bank failures, outlook for the big four, consolidation cycles in the market and how real estate is connected.
    Read this Article
  • A Roth: Potential for Tax-free Income

    A Roth: Potential for Tax-free Income

    February 17, 2023
    It’s important to know the differences between a Roth and other retirement accounts. There are a number of factors to consider when you’re deciding whether a Roth account is right for you. This article gives you several things to think about to choose your options when planning your retirement strategy.
    Read this Article
  • How Much Tax Should You Have Withheld?

    How Much Tax Should You Have Withheld?

    February 12, 2023
    Overpaying your taxes allows the IRS to hold onto your money longer. On the other hand, underpaying your taxes can result in a big tax bill in April that you might not be prepared for. The best way to avoid these problems is to strive to match the amount withheld as closely as possible to your actual tax liability, which will require some adjusting as changes occur in your life. Here’s some quick tips on how to do that.
    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.
    phone-handset