The Objective Advisor

Jeffrey Buchbinder, CFA, Chief Equity Strategist
Adam Turnquist, CMT, Chief Technical Strategist

A positive January has historically been a bullish sign for stocks. Yale Hirsch, the creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’ Here, we assess the likelihood that this popular stock market adage delivers more gains for investors this year. The weight of the evidence leans toward yes, as we explain.

As December rolls forward, it’s natural to reflect on another year almost in the books. This time of year invites introspection, offering us a moment to pause, look back at where we've been, and prepare for where we’re headed. It’s an interval brimming with potential and an opportune moment to reflect on one of the most crucial aspects of financial planning and investment—timing.

In our financial endeavors and personal journeys, timing often emerges as the invisible hand that guides success. Just as the right decision made at the right moment can accelerate growth, a mistimed move can create undesirable challenges. As we prepare to bid farewell to 2024 and usher in a promising new year, understanding the nuances of timing can empower you to seize opportunities and navigate potential pitfalls with perspicacious agility.

Timing isn’t just a technical skill; it's an art form that can shape the trajectory of our lives in profound ways. As we stand on the brink of 2025, it’s a propitious moment to recalibrate your goals and strategies. How can you time your financial decisions to align with potential opportunities and personal milestones? How can you leverage the insights gained from 2024 to anticipate the trends and shifts of the upcoming year?

Here’s to closing 2024 with wisdom and welcoming 2025 with enthusiasm and strategic foresight!

Thank you,
Paul Celentano

The beginning of a new year always brings a fresh sense of optimism and opportunity. Markets are abuzz with predictions, tech innovations are unfolding, and potential changes in economic policy are on the horizon. While it's easy to get caught up in the excitement and noise, it's important to remain anchored to the financial and investment strategies we've carefully crafted together.

This year, be particularly mindful of the dangers of FOMO—the fear of missing out—which can lead to impulsive decisions, resulting in departures from the thoughtful long-term strategies we've established. Remember, financial success is a marathon, not a sprint. History clearly shows that reacting to every market fluctuation is an unlikely recipe for ultimate success.

Our aim is to build a resilient financial roadmap that withstands the test of time, which means maintaining a disciplined, long-term perspective, even when short-term trends tempt you to think otherwise. Rest assured, I'm here to guide you, with sound advice grounded in careful analysis and a deep understanding of your unique circumstances.

As well, I hope you’ll take the time to read the below articles, which are packed full of insightful perspectives and ideas. Please share them with family and friends who you think could also benefit from their valuable contents.

My best wishes for a wonderful year ahead!