Stocks are selling-off on Tuesday as investors worry about the drop in commodity prices and when the Fed will raise interest rates. With today's decline, the S&P 500 is down about two percent this month.
But Kevin Mahn, president and chief investment officer at Hennion & Walsh Asset Management, tells CNBC's "Power Lunch" a choppy September could lead to a strong Q4.
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"Over the last 25 years, the S&P 500 index has gained more on a total return basis during the 4th quarter than the other 3 quarters combined. These historical trends bode well for both our short-term "nearlook" for a likely volatile month of September in the markets and our longer-term "outlook" for a strong 4th quarter and continuation of this secular bull market cycle ahead," Mahn said.
Despite his expectations for stronger market performance in the last quarter, Mahn believes this is not the time to try and time the market.
"Moving a portfolio from fully invested to cash or from cash to being fully invested (i.e. traditional attempts at market timing behavior) is often an inefficient and costly way to manage an investment portfolio," Mahn said.