AMJ Financial Blog

Monthly Archives: January 2019

Market Commentary – 1/15/19

People love rules of thumb. Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two: The January Effect explains why U.S. smaller company stocks tend to outperform the market in January. The original theory held that tax-loss harvesting pushed stock… Read More

Market Commentary – 1/7/19

Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this, “After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and December 24th. Despite an astonishing bounce of 5 percent the… Read More

Market Commentary – 1/2/19

Investing during the month of December was like traversing an icy mountain stream. It delivered a staggering shock to the senses that triggered the instinct to, “Get Out!” When it comes to investing, that instinct is called loss aversion. For many people avoiding a loss is more important than realizing a gain. Simply put, not… Read More