1. The election cycle in the United States is nearing the finish line, with less than 100 days to go until Nov. 8. Inevitably, as we do account review meetings with our clients, the discussion turns to the election and the potential impact and implications it may have on their portfolios and retirement plans.
Investment Advisory Services offered through AE Wealth Management LLC.

2. “CHART OF THE DAY: The Stock Market Doesn’t Care Which Party Ends Up In The White House.” Business Insider, Oct. 29, 2012.
Accessed Aug. 8, 2016.
This chart reflects research from Goldman Sachs that shows that since the mid-1970s, the stock market hasn’t really cared much which part wins the White House. Twelve months following a presidential election, the market is offering a 10 percent return regardless of which party occupies the White House. Recent events also seem to indicate that the constant media attention that draws us into the “political storm” tends to ultimately result in minimal impact on investments long term.

3. This chart, from research firm Strategas, shows rather clearly that the markets generally tend to prefer a divided government. The gold columns on the chart demonstrate some of the best market performance. While there is a period of better performance represented on the graph (15.1%), that occurred over a considerably shorter period of time, during the two-term period of the G.W. Bush presidency in the mid-2000s.

4. “As 2016 Election Looms, Hospital Obamacare Revenue May Slow. ” Forbes
“As 2016 Election Looms, Hospital Obamacare Revenue May Slow.” Forbes. Sept. 13, 2015.
Accessed Aug. 8, 2016.
“GOP Platform to Call for Breaking Up the Big Banks, Trump Campaign Says.” New York magazine. July 18, 2016.
Accessed Aug. 8, 2016.
“U.S. Companies Are Stashing $2.1 Trillion Overseas to Avoid Taxes.” Bloomberg, March 4, 2015.
Accessed Aug. 3, 2016.
First and foremost, health care could be impacted. But how? The Affordable Care Act has been a boon for managed cared and hospitals since its introduction. While Republicans have talked about abandoning the program, the effective expansion of Medicaid to the state level will most likely remain in place and we see greater funding, not less. That should offer positive potential in select health care investments.
Next we have financial services. The Republicans have expressed an interest in breaking up the largest banks and separating the investment and commercial banking operations. In reality, anything remotely looking like a breakup of the large banks would require bi-partisan talk about allowing U.S. corporations to bring back the estimated $2 trillion in assets parked in foreign countries that has not been taxed by the United States. Anything that brings back that level of funds to the Unites States we anticipate being a positive for the economy. Time will tell if this issue of corporate tax and foreign-parked funds becomes an issue in this election cycle.
Investment Advisory Services offered through AE Wealth Management LLC

5. REMEMBER, THIS TOO SHALL PASS:
Invest for the Long Term
Does your Portfolio Risk Match Your Comfort Level with Risk?
Have a well-constructed plan
Have your plan reviewed
Find an advisor you can trust to guide you
Election cycles come and go every four years. Some elections, like this one, are more volatile and passionate than others. We would expect a highly volatile media period over the next 100 days and the potential for volatility in the stock market over the next six months. That being said, we offer these reminders: First, this too shall pass. As investors, the most important thing to remember is that you are invested for the long term. The secret to surviving the volatility that comes with investing is having a well-constructed financial strategy and an advisor you can turn to for guidance through the storms.
Investment Advisory Services offered through AE Wealth Management LLC

6. Note to Advisor: This presentation is intended to be used as a supplement to an investment adviser representative’s existing sales presentation, not as a stand-alone marketing piece.
Note to producer AW