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
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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
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