Investing During Election Years?? Historic Market Returns and Strategies

Today's episode is brought to you by Security Financial Management. Welcome back to the Best Advice Podcast! I'm your host, Rob Lovaglio, along with the father-son duo of Dave Allen and Mitchell Allen. In today's episode, we dive into the importance of enjoying what you have and avoiding the constant pursuit of more. We also discuss the significance of not comparing yourself to others.

Our main topic today is why Election years historically create market volatility while still coming out on top! John from Clearbont asks about Security Financial Management's thoughts on the recent market volatility and whether it's something to be concerned about. Dave and Mitch break down historical data, showing that average returns are nearly the same in election and non-election years, with a slight increase in volatility during election years.

We explore the importance of focusing on companies' fundamentals rather than the political landscape and the benefits of staying invested according to one's risk tolerance. Additionally, we highlight the historical trend of value stocks outperforming growth stocks in the six months following an election.

Whether you're in retirement or just planning your investments, it's crucial to have the correct money invested and understand your risk personality. Tune in for practical advice on navigating market volatility and making informed investment decisions.

Remember, the secret to success is not what you earn, but what you keep. Happy investing!