End of Year Investing

November 4th, 2021

If history repeats itself, the stock market is poised to end the year on a high note. CNBC has reported with a quote from Keith Lerner at Truist that 100% of the time since 1950 when stocks were up 20% or more through October, markets added to those gains in the last 2 months of the year. The average gain added to markets in November and December of those years averaged a 6.2% gain. While past performance is no indication of future returns, if this trend continues, there are vast opportunities for investors before the end of the year. To discuss your portfolio and our thoughts on stock selection before year end, reach out today!

Carol Dixon, CFP® & Kevin DeRosa, CRPC®

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