September (BY THE NUMBERS) - Sumner Wealth Management




 September 2015


Dear Visitor,


  1. ROTTEN AUGUST - With just 1 trading day remaining in August 2015, the S&P 500 is down 5.2% for the month (total return), the index's worst single monthly performance since May 2012 (source: BTN Research).
  2. AND THEN WHAT HAPPENED? - The S&P 500 has been down at least 1% on each of at least 4 consecutive trading days just 8 times in the last 65 years, most recently over the 4 trading days that ended last Tuesday 8/25/15. After the previous 7 times that this "4-day stock tumble" occurred, the S&P 500 averaged a +28.6% gain over the subsequent 12 months (source: BTN Research). 
  3. CHANGED MY MIND - The worst and the best trading days for the S&P 500 YTD occurred on 8/24/15 and 8/26/15 last week. The worst and the best trading days for the S&P 500 during calendar year 2011 occurred on the consecutive trading days of 8/08/11 and 8/09/11 (source: BTN Research). 
  4. BEGINNING OF BEAR OR BUYING OPPORTUNITY? - From its Thursday 5/21/15 all-time closing high of 2131, the S&P 500 has slipped 6.7% to close at 1989 as of last Friday 8/28/15 (source: BTN Research). 
  5. DEPARTMENT OF CORRECTION – The 1,326 calendar days (from 10/03/11 to 5/21/15) that the S&P 500 went before beginning a 12.4% tumble (through Tuesday 8/25/15) is the 3rd longest stretch without a 10% or greater drop in the index in the last 50 years (source: BTN Research). 
  6. LAST QUARTER - The 3 months of October-November-December rank 5-3-1 in terms of average monthly performance (i.e., October is the 5th best, November is 3rd best and December is the best). The 3 months have jointly gained +5.2% (total return) on average since 1990, or 54% of the index's return (source: BTN Research). 
  7. JUST AUGUST AND SEPTEMBER TO GO - The government is projecting a $426 billion deficit for fiscal year 2015 (there are 2 months to go in the 12-month period), a total that would represent the smallest national deficit since fiscal year 2007 (source: Congressional Budget Office). 
  8. ENORMOUS AMOUNT OF DEBT - China's current $28 trillion national debt has quadrupled from $7 trillion in 2007 (source: McKinsey). 
  9. NEW vs. OLD - The median sales price of a new home sold nationwide during July 2015 was $285,900. The median sales price of an existing home sold nationwide during July 2015 was $234,000. Thus, the premium paid for a new home vs. an existing home was +22% (source: Census Bureau, National Association of Realtors). 
  10. ROCKY MOUNTAIN HIGH - Between 6/30/14 and 6/30/15, average home prices increased in all 50 states, with Colorado's +10.6% average price increase leading the nation (source: Federal Housing Finance Agency).


To my clients, friends, and colleagues. Thank you for your continued support!  I would like to   hear your thoughts and feel free to forward this on to other individuals who could benefit from this information.


Sumner Wealth Management       

Mark Sumner                                         
Financial Advisor  


Our firm assist individuals, families, and businesses in proactively preparing themselves for a broad range of financial decisions and life events by utilizing a team of specialized individuals to help our clients gain income protection, financial stability, and overall peace of mind for themselves and their loved ones.  We are an Integrated,  Wealth Manager Specialists.





Services Offered:

  • Business & Personal Financial Planning
  • Business Continuation Strategies
  • Retirement Plan Consulting & Design (401k)
  • Investment Programs
  • Tax & Estate Planning Strategies
  • Life, Health, Disability, and Long-Term Care Insurance
  • Medicare Supplement Plans





Sumner Wealth Management Office


Business Address

517 Alcove Road, Suite 202 Mooresville, NC  28117


Contact Information

(704) 660.5510 x401










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Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor  

Sumner Wealth Management,Inc. | 517 Alcove Road | Suite 202 | Mooresville | NC | 28117

(704) 660.5510 x401 | |

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