Stock Market Summer Seasonality: The Stall Comes and What It Means For Your Retirement

Summer seasonality in the US stock market is historically a real “thing”.  The data confirms it.  It shouldn’t come as a surprise to investors as such.  As we’ve discussed in prior-videos, America is a consumer led economy with well over 70% of our GDP dependent on consumers and their consumption of goods and services.  What happens during the Summer? Our consumption slows as we go on late summer vacations and prepare for the upcoming school year.  Because of the seasonality in our consumption habits, it bleeds into corporate earnings, GDP statistics and historically monthly stock returns. What should this mean for your retirement investment portfolio? Join me as I dive in to the answer, along with some market return comparisons from the internet bubble of the 2000's to today.

Mentioned in the podcast:

✔️ Charles Scavone, CFA®, Oak Harvest Director of Investments https://oakharvestfg.com/charles-scavone/

✔️ Nassim Taleb's Latest Black Swan Dire Forecast https://finance.yahoo.com/news/whole-structure-needs-tumble-black-133000465.html #stocktalk #stockmarketnews #retirementlife

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free consultation: https://click2retire.com/Connect

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.