By: W. Kirk Taylor, CFP®
The first quarter of 2024 saw significant equity gains, equivalent to a year’s worth, in just three months. We anticipate continued gains for now, benefitting from the favorable November – April period. However, the approaching May – October period, known for its volatility and the adage “Sell in May and Go Away,” warrants caution.
Here are three insights to help investors navigate this quarter, focusing on positive fundamentals and long-term rewards over short-term uncertainty and negative headlines.