The Market in Election Years

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Today’s Smart Money Question:

What can we expect or what has the market done with regards to returns during presidential election years?

After talking with clients the first couple of months, it’s clear that this is going to be a crazy year. That’s not uncommon during election years but this one seems to be setting up for unprecedented craziness.

We need to be prepared to block out much of the and stay focused on our long-term goals.  If this is something you’ve been curious about, join us as we ignore the distractions to focus on historical data and what strategies can be applied moving forward in 2024.

We’ll also share a thought-provoking survey from USA Today that unveils this rising trend in prioritizing work-life balance over making more money and discuss the financial planning strategies that can make early retirement more than just a dream. By considering the real-life success stories of clients who’ve made it happen, we reveal how to integrate healthcare costs and understand the dollar value of your investments over mere percentages. Plus, I underscore the value of adapting your financial plan to life’s inevitable changes and offer personal consultations to help achieve your ideal balance between work and well-being.

Whether you’re a seasoned veteran or just dipping your toes into the investment waters, you’ll find the insights from our discussion—and an insightful article review—indispensable for your financial strategy.

Here’s some of what we discuss in this episode:

  • An update on a quick trip we took to Sarasota.
  • Returns for every presidential term since 1928 and what it shows us.
  • What does it mean for retirement if you sacrifice earnings for more work-life balance?
  • What can you do to meet your retirement goals while also finding that balance?
  • The health insurance opportunities that you can take advantage of.

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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