Good Financial Reads: The Election's Impact on Your Portfolio

Insights from Economic History for Reassurance Today

by Craig Toberman, CFA, CPA, CFP®, Toberman Becker Wealth

As a financial advisor, I know that election season always raises concerns from my clients. Regardless of the candidates or party affiliations, it’s a tense time. The prospect of a power shift can be unsettling and add to the pressures of U.S. history’s most challenging inflationary periods. The anxiety around investments and retirement planning only grows. In these moments, I encourage my clients to look to the past, comparing today’s challenges with similar economic cycles, to embrace reassurance and hope.

Recently, I came across an excellent example.

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Politics vs. Portfolios: Decoding the 2024 Election Impact

by Ben S. Lies, MBA, RSSA, Delphi Advisors

Well, it’s election season, our favorite quadrennial event here at Delphi Advisers. Just in case the written word did not convey the sentiment properly, that was sarcasm. Nonetheless, it is time to analyze the 2024 election's impact on markets.

The 2024 presidential election is upon us along with a slew of misinformation and misunderstanding about how presidential elections affect markets and investment portfolios. As I was preparing to write this article, I revisited the piece I wrote four years ago on this exact same topic called “Elections and Markets: Half the Country Will Be Disappointed……..Count on It!”, and, ironically, it doesn’t seem like much has really changed. In fact, I don’t think I even need to rewrite the introduction, so I will just use the one from four years ago:

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With The Presidential Election Just Weeks Away, a Financial Planner Shares His Best Advice for Your Money

by Eric Roberge, Beyond Your Hammock

With a major presidential election looming, it's impossible not to wonder how the outcome will impact you and your money.

What should you do with your finances ahead of the vote? Do you need to make changes in your investment portfolio before the election? As a financial planner, here's what I see as things to do (and what to avoid).

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Do Presidential Elections Influence the Stock Market?

by Johnson Rhett, Branning Wealth Management, LLC 

It’s a big year in America. It’s hard to believe, but it is nearly time for another presidential election. The outcome of the 2024 presidential election – as with every election – will have numerous implications for Americans, but what exactly will it mean for the stock market? Do markets care about which party holds the presidency? 

It is understandable that investors seek to identify a correlation between the outcome of the presidential election and the direction of the U.S. stock market. They look for correlations in nearly every aspect – Federal Reserve decisions, global events, corporate profits, commodity prices, GDP numbers, and more – so an election is no exception. Let’s dive into some key questions.

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