Updates, Tips, & Finance News

Hi there,

Simply put, September usually makes for an interesting month.

Historically speaking, September has statistically been the worst performing month of the year for the market. Not only that, but in years where midterm elections occur, as we find ourselves in now, the uncertainty of the elections can affect the market even more.

During this time, many Wall St. investors are also making their return from their yearly late-August vacation and we might start to see trading volume pick back up.

While September may appear to be wary, it’s often just a temporary rout.

The data also shows that in these midterm years, the market typically rallies in the 4th quarter to end the year strong.

Keeping this in mind, as well as how political risks from previous weeks haven't subsided much yet, we are remaining risk-averse with Round portfolios and want to stay this way until we start to see these risks subside.

Have a great weekend!


The "market" is in reference to the S&P 500. Claims in reference to September's historical market performance, the effect that midterm elections have on September's market performance, and the effect that midterm elections have on Q4 market performance have been paraphrased from the CNBC article "September is always a tough month for stocks but this year there are even more hazards" published by Patti Domm on August 29, 2018 and updated on August 31, 2018. Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. To view Round's Brochure, Terms of Use, Privacy Policy, and Disclosures go to www.investround.com