Insights from Financial Historical past for Reassurance As we speak
by Craig Toberman, CFA, CPA, CFP®, Toberman Becker Wealth
As a monetary advisor, I do know that election season all the time raises considerations from my purchasers. Whatever the candidates or occasion affiliations, it’s a tense time. The prospect of an influence shift may be unsettling and add to the pressures of U.S. historical past’s most difficult inflationary intervals. The nervousness round investments and retirement planning solely grows. In these moments, I encourage my purchasers to look to the previous, evaluating right this moment’s challenges with comparable financial cycles, to embrace reassurance and hope.
Not too long ago, I got here throughout a wonderful instance.
Politics vs. Portfolios: Decoding the 2024 Election Impression
by Ben S. Lies, MBA, RSSA, Delphi Advisors
Nicely, it’s election season, our favourite quadrennial occasion right here at Delphi Advisers. Simply in case the written phrase didn’t convey the sentiment correctly, that was sarcasm. Nonetheless, it’s time to analyze the 2024 election’s influence on markets.
The 2024 presidential election is upon us together with a slew of misinformation and misunderstanding about how presidential elections have an effect on markets and funding portfolios. As I used to be making ready to jot down this text, I revisited the piece I wrote 4 years in the past on this very same subject referred to as “Elections and Markets: Half the Nation Will Be Disenchanted……..Depend on It!”, and, paradoxically, it doesn’t appear to be a lot has actually modified. In truth, I don’t assume I even have to rewrite the introduction, so I’ll simply use the one from 4 years in the past:
With The Presidential Election Simply Weeks Away, a Monetary Planner Shares His Greatest Recommendation for Your Cash
by Eric Roberge, Past Your Hammock
With a serious presidential election looming, it is not possible to not marvel how the end result will influence you and your cash.
What do you have to do along with your funds forward of the vote? Do you could make adjustments in your funding portfolio earlier than the election? As a monetary planner, here is what I see as issues to do (and what to keep away from).
Do Presidential Elections Affect the Inventory Market?
by Johnson Rhett, Branning Wealth Administration, LLC
It’s a giant yr in America. It’s exhausting to imagine, however it’s practically time for one more presidential election. The result of the 2024 presidential election – as with each election – could have quite a few implications for Individuals, however what precisely will it imply for the inventory market? Do markets care about which occasion holds the presidency?
It’s comprehensible that buyers search to determine a correlation between the end result of the presidential election and the route of the U.S. inventory market. They search for correlations in practically each side – Federal Reserve choices, world occasions, company earnings, commodity costs, GDP numbers, and extra – so an election isn’t any exception. Let’s dive into some key questions.
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