How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, as they discuss proven strategies for guiding clients through election-year uncertainty. Learn how historical market data, proactive communication, and The Bucket Plan® philosophy can help maintain client confidence regardless of election outcomes. Discover practical approaches to portfolio diversification, tax planning opportunities, and managing concentration risk in today's market. Whether your clients lean left, right, or center, this episode provides valuable insights on maintaining trusted advisor relationships while helping clients stay focused on their long-term financial goals during politically charged times.

Resources:

• Analytics Platform Referenced: Kwanti
• Market Research Referenced: Dimensional Fund Advisors' studies on presidential market returns
• Client Communication Platforms Referenced: Loom, BombBomb

Statistics:

• Stock market has historically returned about 10% per year on average
• Government Spending is 40% over budget in previous 12 months