How Do Stocks Perform in an Election Year? #stockmarket #election
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Original publish date May 28,
Original publish date May 28, 2016 (hour 1). Note that content may be outdated as rules and regulations have changed. The 2016 election race has already offered plenty of surprises, but what could it mean for the economy? Joe Anderson, CFP® and Big Al Clopine, CPA share what they think in YMYW podcast episode 33, then move on to discuss Americans' top regrets in retirement. Are you saving enough money for emergencies? Is your credit card debt hindering your finances? Are you taking enough risk in your financial portfolio? Find out what you can do to improve your finances.
The Election Is Coming: Should You Sell? Read the blog: purefinancial.com/learning-center/blog/the-electio…
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00:00 - Intro
05:15 - “We tend to sell our positions when they go down because we are fearful…and then we buy back in when the market does well”
10:40 - “Here’s an interesting statistic I got from Market Watch: since 1950, a 60/40 bond portfolio…hasn’t had a loss in a five-year period…any five-year period”
17:54 - “Presidential election year or not, it doesn’t really matter. You need to get the right investments for you and stay invested. Rebalance when you need to”
22:53 - “According to this article on U.S. News, they’re saying that people over age 50 spend an average of 40-45% of their household budget on housing and housing items”
27:25 - “We talk about being diversified with investments but you also have to be diversified with your taxes”
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
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