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Three big questions about the election


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Only 6 days left until the election…

This is a time every four years where we can be pulled into the 24-hour news cycle. This is a time with lots of questions for navigating the road ahead.

There’s some good news, despite the rhetoric about this being “the most important election of our lifetime”. We have had presidential elections before, and we will have them again.

Of course, that doesn’t help you sleep from now until Nov. 3, so let’s answer some of the burning questions that we are hearing.

Is one political party better for my
investment portfolio than the other?
Take a deep breath. Elections historically have not made a difference in long-term investment returns, according to research by American Funds1. Regardless of whether a Democrat or Republican won the election, U.S. stocks have trended up2.
How has the market performed
historically in an election year?
The first five months of election years have had lower average returns and higher volatility. But markets have tended to bounce back and return to an upward trajectory after primaries end3.
Are there certain strategies for
investing that I should be following?
Maintain perspective, stay the course, and be sure to keep your long-term goals in mind.

The key takeaway

Markets have proven to be somewhat immune to political wins. It is important to remember that you are not invested in political parties or presidencies. You are invested in quality companies and own diversified portfolios.

Above all else, you are not alone.

If this election season has you on edge, please call or reply to this email today.

BROUGHT TO YOU BY:

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Thomas G. Duffy, CPA/PFS
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000 Woodland Hills, CA 91367

Tel 818-385-0585
tom@dkllpcpa.com

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Daisy Hom, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
daisy@dkllpcpa.com

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

1 American Funds: Guide to investing in an election year.
2 Morningstar, Standard & Poor’s, as of 12/31/19.
3 Capital Group, RIMES, Standard & Poor’s.

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.