The Case for Holding in May and Not Going Away

 In Interview Coverage

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing where the idiom, “sell in May and go away,” comes from and how investors should think about this advice. “September is generally the worst-performing month of the year, and the summer months tend to be flat. So if you split up the year from October to May, you have a better performance pattern during those months,” he says.

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