June 2024 Market Brief – Death and Taxes

Published on June 6, 2024

All that is certain in life are death and taxes, but taxes are about to get a whole lot less certain. We are potentially exiting a period of decades of more tax friendly policies and may see the pendulum shift towards higher tax rates for individuals and corporations.

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May 2024 Market Brief – Keep Calm and Rally On

Published on May 22, 2024

May gets a bad rap about being a capitulation month in the markets. Sell in May and go away, the adage goes. But it’s not May that is the problem, it’s fall. Typically, when looking at 6-month seasonal patterns, the May-October 6-month period is one of the weakest, but if you look at it on a month-by-month basis, May, June, and July are not horrible months.  The problem comes in September. September is by far the weakest seasonal month of the year, followed by February, but that is not May’s fault.

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