How do Election Years Affect Investing Behavior?

March 5, 2024 – Kevin Grogan, CFA, CFP®

Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior.

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. During presidential election years, a question that often comes up is how do markets fare when a Democrat versus a Republican controls the White House? The historical data show there isn’t a statistically significant difference in market performance, regardless of who’s in power. However, an individual investor’s optimism about the party in power may impact their investment performance – and we’d encourage you to stick to your long-term plan no matter what happens this election year.

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 Certain information is based on third party data and may become outdated or otherwise superseded without notice.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. The time frame chosen because of the dates of available data. The inception of the AIEQ ETF was 2017. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio nor do indices represent results of actual trading. Information from sources deemed reliable, but its accuracy cannot be guaranteed. Performance is historical and does not guarantee future results. All investments involve risk, including loss of principal. 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.

From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies. The past performance of securities is no guarantee of their future result. The value of any investment may fall, as well as rise, and investors may not receive the full amount of their principal at the time of redemption if asset values have fallen.