Could the US elections be the market mover that investors have been fretting over, or is that just political noise clouding the bigger financial picture? It’s time to talk about the upcoming election and what it could mean for investors over the next two years. We’re not just skimming the surface; we are diving into the data to see how investments have historically fared during the electoral tides, from Truman’s post-war boom to the unpredictability of Trump’s term.

No one can predict what’s going to happen in 2024, but the past may hold the insights you need to navigate future market uncertainties. We’ll juggle the tough questions about how to stay grounded when the political and economic spheres collide, especially during the frenzy of election cycles. The episode will hopefully highlight the importance of a steadfast investment plan through the ups-and-downs of the market, debunking the myth that one party’s control spells doom or bloom for your portfolio.

Data courtesy of Efficient Advisors & Evidence Based Advisors

Here’s some of what we discuss in this episode:

• The average return during election years since 1928.
• What the data shows us for the year after elections.
• A look back through past administrations and the returns during their years in office

Michael is a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.