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Investing & Markets

Financial Planning Friday’s – January Sets The Tone

This Financial Planning Fridays teaser (#26) previews Presilium's look at the January Barometer, the idea that the year's market returns follow January's lead. The full episode reviews the historical accuracy of this seasonal indicator and why it should not override a disciplined long-term investment plan.

Jerry DavidseFinancial Planning Fridays

This Financial Planning Fridays teaser (#26) previews Presilium's look at the January Barometer, the idea that the year's market returns follow January's lead. The full episode reviews the historical accuracy of this seasonal indicator and why it should not override a disciplined long-term investment plan.

Key takeaways

  • The January Barometer suggests the year's returns mirror January's stock performance.
  • Seasonal indicators are worth understanding but unreliable for predicting full-year returns.
  • Disciplined long-term investing outperforms reacting to calendar-based signals.
  • This is a companion teaser to the full Financial Planning Fridays #26 episode.

Financial Planning Friday’s #26 – The January Barometer

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Written by

Jerry Davidse

Chief Executive Officer · CFP®

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