Weekly reading list - Leumi USA

Greetings,

Welcome to the latest edition of Leumi’s Weekly Reading List. I hope that you and your loved ones are healthy and out of harm’s way.

“Sell in May and go away” is an old Wall Street adage advising clients to stay out of the market during the “summer” period of May through October. With it being May 1st and the S&P 500 coming off of its best April since 1987, only time will tell if the adage holds true in 2020 (although, research shows that a buy and hold strategy reigns supreme).

As always, I found the articles below to be interesting, helpful, or entertaining.

I hope you enjoy!

Best regards,
Brian M. Stigliano, CFP® | Vice President  Financial Planning & Insurance Manager 
350 Madison Ave | New York, NY 10017 | Tel: 212.407.4344
Brian.Stigliano@leumiusa.com 

Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA. Non-deposit investment products offered through Bank Leumi USA and LISI are:
  • Not insured by the FDIC or any other federal or government entity
  • Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
  • Subject to investment risks, including possible loss of the principal amount invested
The Weekly Reading List contains links to articles published by third-party sources. Neither BLUSA nor LISI make any guarantee, representation, or warranty as to the accuracy or completeness of statements or information by any third-parties. The Weekly Reading List should not be construed as legal, tax, accounting, securities, or investment advice, an offer to enter into a transaction, an investment allocation strategy, or the solicitation of an offer to enter into a transaction by any Leumi Group Unit. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any forecasts or estimates should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. There is no guarantee that results will be achieved. Past performance is not an indicator of future results. There can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated.

The articles which are provided for reference in the Weekly Reading List do not necessarily represent the views of the author, Bank Leumi USA (“BLUSA”), Leumi Investment Services Inc. (“LISI”), or other units of the Leumi Group (each, a “Leumi Group Unit” and collectively, “Leumi Group Units”).

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