As Election Day moves closer, it’s common for investors to start thinking about making changes to their portfolios. Even though market volatility tends to increase around elections, the markets have generally delivered positive returns on average in election years. Historically, there’s been no significant difference in market performance whether Republicans or Democrats are in charge. And although different administrations might introduce policies that impact sectors in varying ways, predicting which ones will benefit is difficult.

The key takeaways for investors are to remember that market volatility around elections is normal, avoid letting your political biases influence your investment decisions, and stick to a long-term, diversified strategy.

In this episode our strategic partner, Kevin Grogan CFA, CFP® shares investing considerations to keep in mind as the 2024 presidential election approaches.

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based on third-party data and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this information.