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4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
Sell in May and Go Away!
Many investors have heard this saying before; the idea is to sell out of the market on May 1st and get back in on October 1st to avoid the summer months of lower returns.
Below is a great chart from JP Morgan, with return data on the “Sell in May” idea, using a 60% stock / 40% bond portfolio. The top line (blue) remains invested over time, and the bottom (green) line sells in in May and goes away. As you can see, you are much better off staying invested. The chart also doesn’t take into account transaction fees nor Uncle Sam getting his piece of the pie from selling every year! (This would make the green line even lower.)
On a side note, I’m so excited to join Financial Synergies! I’m looking forward to meeting everyone and working with you on your financial plan soon.
Kevin Nelson
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