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July 2, 2024

What does an election year mean for investors?

With the news cycle bracing for the upcoming presidential election, some investors are more anxious than others about the health and safety of their holdings. 

Morningstar recently published historical data that shows holding steady has been the most protective and effective path through these election cycles. Operating on the standard of change, markets have rarely responded to platform policies. This is even after top analysts issued warnings in the press.

No matter the outcome, it's important to keep an eye on hard-coded renewals like the Tax Cuts & Jobs Act, which would likely affect taxes and financial plans rather than your investment portfolio.

Look out for our upcoming 3rd and 4th quarter Capital Markets Reviews for any waves on the horizon.

Recommended Reading:

Morningstar Oil and Water: How to Invest During an Election Year

US Bank How presidential elections affect the stock market

Blackrock How the U.S. election may impact your portfolio