While we’re told to beware the ides of March, around our office we look forward to this time of year.
Our staff has two proud Spartans who fully embrace the ‘madness’ of this month, while our youngest advisor cheers on his beloved Golden Grizzlies – not exactly a fixture of the Big Dance.

While an estimated $2.5 billion in productivity by American businesses is lost due to the brackets, the markets themselves love it – with the S&P 500 posting positive gains in 11 of the past 12 years during tournament time.

March itself is historically the best month for the S&P, with the index rising by an average of nearly 3% each year since 2007.

The Final Four will actually take place in April – the second-best performing month in the last 10 years.
So fill out a bracket and hopefully Izzo, Beilein or Kampe are cutting down the nets in a few weeks. In between games check out this newsletter – jam packed with information about the other ‘madness’ at this time of year – filing your taxes.

2019 March Newsletter

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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