- Mark Ivcevich
Jimmy Carter or George H.W. Bush, who ya got?
Every two to four years, we tend to have the same questions from clients. Who is better for stocks, Republicans or Democrats? In many cases, this question is layered with political bias that can force us to take our eye off the ball. The key fundamentals of saving vs. spending, rebalancing assets and tax efficient investing are frankly more important than who is in office.
For a fun test drive, check your political bias at the door and click through the linked article compliments of DFA: http://qp-consulting.com/wp-content/uploads/2020/10/How-Much-Impact-Does-the-President-Have-on-Stocks.pdf
Recent Posts
See AllAmericans can file for Social Security from age 62 to age 70. The normal retirement age for Social Security depends on when you were born, but for those born from 1960 on, that age is 67. The longer
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in order of most changes): 1) Increased the matching contribution am