• 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:

0 views0 comments

Recent Posts

See All

How are Roller Coasters & Investing Alike?

Of course we all know about the ups and downs that the market can provide to your investments. We experienced them in 2000, 2001 and 2002. We experienced them again in 2008 and 2018. Depending on how

Does Fixed Income Still Work with Rates Low?

With stocks on a tear as of 12/3/2020, many globally diversified and balanced investors are wondering why they should maintain any allocation to fixed income. Interest rates are at historic lows and i