Navigating "Sell In May & Go Away"

Episode 12: Navigating "Sell In May & Go Away"

Jason and Mark discuss the saying, "Sell in May & Go Away" and what the latest data says about the markets and economy.

Show notes

  • Mother's Day is a time to celebrate and appreciate moms for their hard work and dedication.
  • The saying 'sell in May and go away' refers to the historical trend of the stock market being less favorable during the summer months.
  • Corporate earnings have been strong, with 80% of S&P 500 companies beating estimates.
  • Inflation is hovering around 3%, which is close to the historical average.
  • The US economy is performing better than other developed countries, with GDP growth projected at 2.7%.
  • Job gain numbers are slowing down, which is in line with the Fed's goal of a more sustainable pace of growth.
  • Interest rates are expected to come down, which is reflected in the bond market.
  • Diversification, including investments in alternatives, can help reduce portfolio volatility and provide stability during uncertain times.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

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Guests

Jason Jacobi

Jason Jacobi

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Mark Boyer

Mark Boyer

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