09/02/2026
JWM's comprehensive September Market Update just hit inboxes. Here's what it had to say about the state of the market: equities rebounded in August, historically one of the weakest months of the year. The S&P 500 gained 2.6%, the Nasdaq climbed 3.9%, and every major index finished in positive territory.
The market has largely ignored the usual seasonal pattern this year, and the fundamental backdrop remains strong. Most companies are beating both earnings and revenue estimates.
A few catalysts are still ahead this fall, including a CPI report and Fed meetings, so some near term volatility wouldn't be unusual. Our investment thesis hasn't changed.
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Advisory services are offered through Jessup Wealth Management, an SEC Registered Investment Advisor.