Keeping track of long-term performance here at SWCM for your benefit.

Analyzing market direction is a fool's game; however, for the short term, the percentages don't lie. Full disclosure, at SWCM, we don't use any of the short-term analysis (shown below) in determining investment for client portfolios. Instead, we look at each company's long-term fundamentals. With that said, we found these market strategists' analysis of interest.  

Only 10 other times has the S&P 500 been higher in May, June, July, and August. Here is what happened next. Sets up for a good 2025 into 2026.

When the Fed cuts interest rates within 2% of the stock market's all-time highs, the S&P 500 has gone on to finish higher over the next 12 months 20 out of 20 times (100% hit rate).  Keep an eye on the Fed this month; they have signaled a rate cut.  

The focus at SWCM is on the long term. However, as you can tell from the charts above, the short-term outlook looks very favorable to investors. Be patient and allow the macro changes to take effect, allowing them to work their way through the system. We are invested in great companies that, over the long term, will perform very well. Stay invested.

Please feel free to let me know if you're interested in discussing this further or if you have any insights to share.

Stay focused on the long term, and we will do very well. If you own an old 401(k) or retirement account, consider rolling it over to an IRA and investing wisely.

I am always willing to discuss this approach to investing. If you have any questions or concerns about your investment portfolio, please feel free to call or reply to this email. I am always here to provide you with additional investment resources.

Disclaimer:

The information in this material is for general information only and is that of the author, not a recommendation or solicitation to buy or sell investment products. This material was developed and produced by James Sullivan, who is not affiliated with the named broker-dealer. Always consult a tax or legal advisor to review your situation comprehensively. Dollar-cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment. It does not take into account the effects of inflation and the fees and expenses associated with investing. A diversified portfolio does not assure a profit or protect against loss in a declining market.