The September Effect: Should You Really Sell Your Stocks?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 7 September 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
The "September Effect" is a well-known phenomenon in the stock market, characterized by historically poor performance during the month of September. This trend can be attributed to various factors, including seasonal patterns, economic conditions, and the influence of upcoming presidential elections on market behavior. This raises an important question: should investors be concerned about the September Effect and how might it impact their investment strategies?
Also in this podcast: MOAT - VanEck Morningstar Wide Moat ETF (ETF); AVGO - Broadcom Inc. (NAS); BAC - Bank of America Corp. (NYS); NXTR - NexPoint Residential Trust Inc. (NYS); FNV - Franco-Nevada Corp. (NYS); ASML - ASML Holding N.V. (NAS); Dividend irrelevance theory; Plus, Justin's talking points: Market performance data and election results, Stakeholder capital; Gold, silver, oil, gasoline prices; plus review of Treasury rates.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, this is Invest Talk, above average investing for the average investor. |
| 0:16.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor Justin Clyde. |
| 0:34.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:39.4 | This is our Friday, September 6, 2024 edition, and the markets are constantly shifting. |
| 0:46.7 | You see that now with the jobs number that came out today and that certainly brought a bit more volatility into markets as we've been expecting in the month of September |
| 0:57.0 | and that is our main focus point is about the September effect, what it means and how much stock should you really put in it and should you sell your |
| 1:06.8 | stocks because we're in a seasonally weak part of the year so we'll look at that story and many more, but mostly this hour is about |
| 1:16.9 | you. We have topics that we will bring that are very important to us and we feel you really need to know about. |
| 1:25.0 | But these are just what's on our mind. |
| 1:28.0 | What's most importantly was what is on your mind and we combine that with the data and the experience that we have |
| 1:36.5 | managing client assets for for me 25 years and we are here to give you the guidance you need and the critical thinking. |
| 1:49.1 | You know it's it's hard to in this environment to continually have consistent critical thinking. |
| 1:57.0 | It's holding two things in your mind that can be true at the same time. |
| 2:01.0 | They seem opposing, but oftentimes they are both true and |
| 2:04.7 | it's trying to find that middle ground and which one weighs more than the other okay |
| 2:11.0 | and that can be difficult, but our job is to give you the tools each and every day in order to weigh those and make the proper decision for you and your finances. |
| 2:23.3 | And speaking of making proper decisions, |
| 2:25.7 | there is a great opportunity for you |
| 2:29.3 | to make good decisions with your retirement assets by attending our newest Invest Talk |
| 2:35.6 | Wealth Webinar. |
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