Get familiar with the market’s history. It’ll help you see what’s coming for stocks

Jay Pelham, CFP® | Featured in Market Watch | December 10, 2024

Jay Pelham, President at Kaufman Rossin Wealth, has provided his insights to Market Watch, for the article, “Get familiar with the market’s history. It’ll help you see what’s coming for stocks.” The article details how studying past market trends can help investors look ahead.

Article Excerpt:
“Nobody can predict the future,” said Jay Pelham, a CERTIFIED FINANCIAL PLANNER™ at Miami-based Kaufman Rossin Wealth. “We spend a lot of time reminding people about actual factual history — what market trends occurred and what that can tell us in general.”

Read the full article at Market Watch.

Jay Pelham, CFP®, is President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

Kaufman Rossin Wealth, LLC (“the Firm”) is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. The content discussed in this website is for informational purposes only and should not be considered tailored investment, financial, or tax advice. Investing involves risk including complete loss of principal. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation can be used as an investment strategy to assist in mitigating risk; however, it does not guarantee a profit or protect against loss. Due to various factors, including changing market conditions, such informational content provided by the Firm, including any opinions of the financial markets and investment strategies, may no longer be reflective of current positions and/or opinions.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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Get familiar with the market’s history. It’ll help you see what’s coming for stocks

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