June-August, Best 3 Months of an Election Year
June 28, 2024
Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on financial planning, portfolio construction, tax and estate planning, retirement plan services and/or anything we found interesting. Enjoy this week’s curated list for your weekend reading!
📙 HERE COMES JULY, HISTORICALLY THE BEST MONTH OF THE PAST 20 YEARS
Ryan Detrick | Carson Group
After gaining close to 5% in May, the S&P 500 is on pace for another very solid month in the usually weak month of June. We had pushed against the majority view that a rough summer was coming, as we had noted in Buy in May and Stay and Why There Won’t Be A June Swoon, and here we are. In today’s blog I will discuss why we think the surprise summer rally isn’t quite done yet, but first I’ll discuss how rare this month has been and a few other interesting stats.
Want to hear more from our team? Check out the Lagniappe Podcast.
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*Stokes Family Office does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.