kevin m. wilson, chfc, phd president/ceo/cio 1405 medical arts building 324 w. superior street...
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Kevin M. Wilson, ChFC, PhD
President/CEO/CIO
1405 Medical Arts Building324 W. Superior StreetDuluth, MN 55802
Office: 218-464-4399 Toll Free: 877-327-5062
Fax: 218-464-4397Email: [email protected]
www.bluewatercapitaladvisors.com
Monthly Market Review
“Sell in May (or Maybe April) and Walk Away?”(An Exercise in Historical Analysis)
April 18, 2013
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Ted A. Pavlovich, WMS
VP Wealth Management
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In Two Previous Years,High Yield Bonds DivergedFrom Trend in Advance of The Stock Market Sell-Off ,And It’s Happening Again This Year
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To Put This Year’s Seasonal Trends in Context, We Should Note That The World Economy Appears To Be In Recession
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Each U.S. Market Dip Has Been Offset By The Surge Associated With Each New Wave Of Money Printing
SUMMARY/Q & A
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KEVIN M. WILSON
1) Seasonal trends in the markets are valid for investment purposes2) “Sell in May & Go Away” only makes sense if you can
predict the 2009 and 2012 outliers in advance, or ignore them3) However, you can re-allocate in the springtime to take
advantage of the seasonal bond rally when stocks sell off 4) A warning, but not yet an emergency
This report is provided for informational purposes only and does not constitute an offer or solicitation to purchase or sell any security or commodity and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Any opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, for its accuracy and interpretation are not guaranteed.
Investing in securities involves risk, including possible loss of principal. Past performance should not be taken as an indication of guarantee of future performance and no representation, express or implied, is made regarding future performance.
The firm does not provide tax advice; clients should contact their attorney, accountant, or other tax adviser regarding tax matters.
“BWCA is a state registered investment adviser in all states in which it is required to be registered. All Blue Water Capital Advisors’ customer assets are held in the customer name with Fidelity Institutional Services, clearing through National Financial Services (NFS), Member SIPC, a Fidelity Investments Company as Qualified Custodian.”
Disclaimer
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