Some investors seek to cool off their portfolios by sitting on the sidelines under the shade.  Is market seasonality still a thing, and what should investors do about it?  Ben and Brent shed some sunlight on the old “sell in May and go away” sentiment and break down the phenomenon and the login therein. 
 
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Today’s Host
 
Ben Jones
Managing Director of National Wealth Management Group, LLC
www.nwmgadvisors.com
Author of karatstick.com 
Follow him on X @thekaratstick 
 
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Brent Gargano, CFPⓇ
Founder & Advisor, Infinite Wealth Planning 
www.infinitewealthplanning.com
linkedin.com/in/brent-gargano-cfp®-2067b573
 
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Sources:
 
S&P 500 Chart
Logarithmic S&P 500 since 1928
 
Ycharts May Blog 
https://get.ycharts.com/resources/blog/monthly-market-wrap/
 
Investopedia sell in May and go away:
Sell in May and go away statistics
 
Invesco: January Effect 
https://www.invesco.com/us/en/insights/january-effect-stock-performance.html
 
A look at major geopolitical events
https://www.carsonwealth.com/insights/blog/market-commentary-a-closer-look-at-the-stock-markets-reaction-to-major-geopolitical-events/
 
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Editor
Trevor Gargano
[email protected]
 
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Disclosure:
 
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 
 
Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.
 
 

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