Quarterly Newsletter



Summer 2018

Inside This Edition …

  • Feature Article: Sell in May and Go Away?
  • KUDOS! Breanne: UCSF Children’s Hospital Oakland
  • Summit U: Second Saturday, Teens & Money, Transforming Social Security into a Winning Retirement Strategy
  • Financial Tips for Newlyweds
  • 16th Annual Charity Golf Tournament – Registration is Now Open!
  • Meet our sweetest Summiteer: Baby Charlotte has arrived!

Subscribe to our newsletter here.

Read Now

Sell in May and Go Away?

There’s an adage on Wall Street admonishing traders to “Sell in May and Go Away.” Apparently, the phrase originated in England where merchants and bankers would head to the countryside during the hot summers to relax and watch horse racing. America’s version of this is Wall Street tycoons vacationing in the Hamptons during the summer months in lieu of manning their offices in Manhattan.

Just for fun, we decided to examine the data from 2000-2017 to see how stocks really fared in the summer months. Here’s what we found out …

Read Now

 Previous Issues

Spring 2018
Winter 2018
Fall 2017
Summer 2017
Spring 2017
Winter 2017
Fall 2016
Summer 2016
Spring 2016
Winter 2016
Fall 2015
Summer 2015

Do NOT follow this link or you will be banned from the site!