It's All Money

Portfolios Don't Care Who's President


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Well...Tuesday November 5th has come and gone, and as expected some people are excited and others are fearful. We try and keep our shows focused on finance, not politics. But considering the weight of the event and the concerns and opinions floating around, we decided to do an episode about the financial implications of the election. Headlines can be deceiving, and it's natural to draw conclusions as national events happen:  "Markets do better under (insert party name)" or "I heard (insert industry) is going through through the floor." But is that really true?  What does the data from the past say?  Are there more important business factors than the Presidency? With respect for wherever you fall on the political spectrum, host Daren Blonski CFP® and Marketing Director Dano Weir take a look at what the market and economic data might be telling us about the next 4 years for portfolios.

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References:
https://www.pwc.com/us/en/library/pulse-survey/executive-insights-election-2024.html
https://finance.yahoo.com/news/blackrocks-larry-fink-says-us-143857961.html
https://www.cnbc.com/2024/11/07/heres-how-much-control-the-president-has-over-the-us-economy.html
https://www.visualcapitalist.com/sp/democrats-vs-republicans-does-it-matter-to-the-market/
https://www.newsweek.com/investors-money-democrats-white-house-stock-market-1976552


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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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It's All MoneyBy 707 Media