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Episode 204: Investing in an Election Year: Why Long-Term Perspective Matters.

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Manage episode 398363867 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ever feel like your financial confidence takes a hit every election year? You're not alone, and that's exactly why we've dedicated this episode to discussing the current economic enviroment as well as looking at historical election year markets. We all know that political cycles can bring uncertainty, but today, we present compelling reasons backed by statistics for why you should stay invested for the long term, no matter which political party is in office. We share historical data on how markets have performed under both political parties and discuss what long-term investors should focus on when short term headlines have them rethinking their long term investing goals.
Resources mentioned in this episode:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 398363867 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ever feel like your financial confidence takes a hit every election year? You're not alone, and that's exactly why we've dedicated this episode to discussing the current economic enviroment as well as looking at historical election year markets. We all know that political cycles can bring uncertainty, but today, we present compelling reasons backed by statistics for why you should stay invested for the long term, no matter which political party is in office. We share historical data on how markets have performed under both political parties and discuss what long-term investors should focus on when short term headlines have them rethinking their long term investing goals.
Resources mentioned in this episode:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

225 episodes

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