During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and special guest, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, provide a framework to have informed, non-partisan conversations with your clients about investing amid political uncertainty. Analyzing decades of market performance data across election cycles and presidential parties, Lupescu dispels the notion that elections inherently impede markets. He shares strategies for initiating productive conversations that acknowledge emotions while focusing on evidence to reinforce long-term investing principles. Learn how to proactively ease your clients' minds and discourage politically-motivated trading that could derail their financial plans.

Resources:

• Elections Analysis White Label Presentation
• “Stock Marketing Investing in Election Year 2024” with Dr. Apollo Lupescu