Commentary

5 things for advisors to know ahead of U.S. elections

Clients will have questions. Here’s a guide on how to answer them.

By: Anu Gaggar

Updated: 9/24/2024

Key Takeaways

History shows that markets have been generally nonpartisan as it relates to presidential elections and that elections have not definitively determined market returns.
Specific economic policy proposals are difficult to turn into smart tactical investments decisions.
The upcoming election provides an opportunity for advisors to guide clients toward better decisions that are free from emotion and to review life events and goals, allocation mix, and any changes in risk tolerance.

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5 things for advisors to know ahead of U.S. elections

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