EPISODE #079

HOW ELECTIONS CAN IMPACT MARKET VOLATILITY & YOUR WEALTH

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5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

Is There Such a Thing as Election Volatility?

In this market volatility episode, John and Edward Bao, CFP®, AIF® host a webinar. They discuss the history of the markets and the state of the economy. They also review how you can build a financial plan. A plan that’s prepared for the ups and downs that are sure to come.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a seven-year recipient of the Five StarSM Wealth Manager Award.

Don’t miss John’s takeaways:

  • The markets don’t actually care who is president:
    • When looking at the past several presidential elections, there is no correlation between the election of a certain party’s candidate and the movement of the markets.
  • Similarly, there is no general correlation between a certain party’s presidency and the health of the markets over those four years; the markets have been down or up regardless of who is in the White House.
  • Every year since 1937 the markets have experienced volatility, and it is not going to go away.

And more:

  • People’s perceptions of the health of the economy can differ depending upon their political viewpoint.
  • Your outlook will be more positive when you take the long view. Also when you build a long-term financial plan that is prepared for volatility and pressure with flexibility, diversification, and protection.
  • If you have a balanced plan with the right amount of cash, cash values, protections, and asset allocation, you will be able to weather volatility in the markets and downturns in the economy.

For more, listen above. Then download our up-to-the minute guide, Eight Steps of Financial Success, which brings together everything we want to achieve in the financial planning process.

You’ll find many other great resources on our website, such as 19 Sources of Retirement Income, which offers ways to increase your existing retirement income.

If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation by clicking this link. You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. We’d love to discuss how to prepare your financial plan for the election and the months that follow.

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