Broker Check

The Weekly Update 3/29/2024

| March 29, 2024

The Weekly Update 3/29/2024


Soon, we will once again be discussing the concept of “Sell in May and Go Away”!

Then right on its heels will be the dreaded “Summer Doldrums”!

If we are lucky enough to get the reasonable “back and fill” I would love to see, expect to see additional investments to your asset allocation basket!

Speaking of Baskets……Happy Easter!

I’m interested in your thoughts, comments, and observations.  Feel welcome to call, email, or stop by the office and say Hi.


James O. Lunney, CFP®


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.