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The 2026 Midterms and Your Portfolio: What History Says to Do (and Not Do)

Anthony Aulffo, CFP®

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The 2026 Midterms and Your Portfolio: What History Says to Do (and Not Do)

49 просмотров · 2 нед. назад
Anthony Aulffo, CFP®
20 подписчиков
49 просмотров · 2 нед. назад
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Should the upcoming midterm elections change how you invest? Political uncertainty can make investors nervous, but history tells a different story about how markets respond to election cycles. Anthony examines decades of market performance and explains why trying to predict political winners and losers can be a costly mistake. Here’s some of what we discuss in this episode: 📊 Historical Market Trends: What decades of election data reveal 🗳️ Politics vs. Performance: How markets respond across administrations ⚠️ Market Timing Risks: Why predicting sector winners is difficult 💼 Portfolio Discipline: Avoiding emotionally driven investment decisions 📅 Year-End Planning: Rebalancing, taxes, and Roth conversions 0:00 – Intro 1:35 – What historical midterm returns reveal 3:33 – Stock market performance across presidencies 5:04 – What investors should actually do before the election 5:56 – Portfolio rebalancing and year-end tax planning #electionyear #investing #financialplanning #marketvolatility ___________________________________________________ Resources: Our website: https://cardinalwg.com/ Phone: (609) 362-5512 Contact our team: https://cardinalwg.com/contact-us Schedule your no-cost consultation: https://cardinalwg.com/schedule-now Check out our downloadable guides: https://cardinalwg.com/resources/down... Facebook:   / cardinalwealthgroup   LinkedIn:   / anthony-aulffo-cfp%c2%ae-75b2919b