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...
by Jeff Krumpelman, CFA® | Jun 2, 2022 | Insights, Market Update
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and Lady Curie, respectively The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...