Understanding the Santa Claus Rally episode artwork

EPISODE · Dec 28, 2022 · 20 MIN

Understanding the Santa Claus Rally

from The Retirement Fiduciary Podcast · host Adam Koos

"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch   Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is diving in to the data and assessing what it could mean for the last week of the year.  With 2022 turning out to be the worst year in the history of 60/40 portfolios, this is worth taking a look at.    Please be sure to check out this episode on YouTube! https://bit.ly/3OagYrw     Libertas Wealth: https://bit.ly/3HpmN2o    Subscribe on iTunes:  https://apple.co/3NQHjeO    Subscribe on Spotify: https://spoti.fi/3aTTCse    Subscribe on Google Podcasts: https://bit.ly/3QmGmMU    For more VIDEO podcasts like this one: https://bit.ly/3OagYrw    For more AUDIO podcasts: https://bit.ly/3PHXHzo    For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u    For general financial educational ARTICLES: https://bit.ly/3aP0Ldn    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk    Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy    --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).

Episode metadata supplied by the publisher feed · Published Dec 28, 2022

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Understanding the Santa Claus Rally

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