A September Pothole -The S&P 500 Index surged an impressive 60% from the March 23, 2020 bottom.

A September Pothole The S&P 500 Index surged an impressive 60% from the March 23 bottom to the most recent high in early September (St. Louis Fed S&P 500 data). But stocks hit a roadblock in September. Key Index Returns Given the incredible run, a pullback was inevitable. But as I’ve counseled before, the timing, magnitude and duration of a pullback is impossible to predict. Your success is based, at least in part, on time in the market, not timing the market. A real diversified portfolio along with your Investment Policy Statement (IPS) aligned with your Values-Based Goals is a mandatory component to your Holistic Financial Plan. Holistic Plans we suggest are tailored to one’s specific need

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