Posts tagged as:

seasonal investing

Two things come to mind in Hallowe’en season if you’re an investor: candy and costumes.  There’s little more left of the holiday festivity than dressing up in the latest gauche pop culture references and staples from past horror flicks – and all the parties held precisely to give the opportunity for doing so.
Just take a [...]

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Historically, September is the worst overall month for stock market returns.  And since 2009 has already seen a great stock market rally, some analysts think we’re due for the obligatory pullback and consolidation next month.  So if you’re looking to do any purchasing, you might want to keep a close eye on the markets and [...]

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Welcome to 2009 part two. Now’s a good time to look back over the first half of 2009 and see how far we’ve come – economically, fiscally, personally.  In the past I’ve done portfolio checkups just once a year, but this year I’m starting mid-year checkups as well.  I check in regularly throughout the year, [...]

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You may have heard of the term “seasonal investing.”  Myself, I was just introduced to this investment strategy over the past year through Brooke Thackray, MBA, CFP and president of alphaMountain Investments.  His firm publishes reports that “use seasonal analysis to give investors and money managers an edge in the markets.”
So what is seasonal investing?
The [...]

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Those who study “seasonal investing” know that January typically sees a rise in the markets, due to New Year Optimism, the end of tax-loss selling, and the usual lead by small-caps.  So far this year looks to be following the same path, which is a good sign.  There may still be some bad news under [...]

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