In this edition of our Monthly Market Monologue, we review the year-to-date returns for both stocks and bonds as well as the traditional 60/40 portfolio. And given the market’s improvement over the last ~45 days, we check back on our proprietary indicator, the Vertical Speed Indicator, to see if it has flipped back to a Buy Signal.
We’ve also been talking a lot about how challenging mid-term election years tend to be. Today we review the historical precedent for the year after a mid-term election year … and that data is encouraging.
Finally, we review the recent rally. Specifically, we look at the participation in the current rally. Does the participation give us confidence that this rally can continue?
This information is intended to be educational. Hicks & Associates Wealth Management does not provide tax or legal advice. You should consult with a qualified tax, legal or financial professional before making any decisions.
Investment advisory services are offered through WealthShield Partners, LLC (“WSP”), an investment adviser registered with the Securities and Exchange Commission, doing business as Hicks & Associates Wealth Management. Registration as an investment adviser does not imply a certain level of skill or training. More information about WSP can be found in Form ADV Part 2 or Form CRS which are available upon request.
Past performance is no guarantee of future returns. WealthShield Partners, LLC reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The visuals shown are for illustrative purposes only and do not guarantee success or certain level of performance. This material contains projections, forecasts, estimates, beliefs and similar information (“forward looking information”). Forward looking information is subject to inherent uncertainties and qualifications and is based on numerous assumptions, in each case whether or not identified herein.
This information may be taken, in part, from external sources. We believe these external sources to be reliable, but no warranty is made as to accuracy. This material is not financial advice or an offer to sell any product. There is no guarantee of the future performance of any WealthShield Partners, LLC portfolio. The investment strategies discussed may not be suitable for all investors. Before investing, consider your investment objectives and WealthShield Partner’s charges and expenses. All investment strategies have the potential for profit or loss.