How will the Election Impact my Portfolio?


September

The Retire to Abundance Newsletter

The Market and the Election:

With the presidential election coming up in November, I am fielding a lot of questions about how the market may behave based on the results of the election. While my crystal ball is always cloudy, I do not anticipate this election cycle to have a big impact on long-term returns regardless of who is elected. The truth is, while elections can stir up plenty of market volatility in the short term, they rarely cause long-term shifts in overall performance. Markets react to uncertainty more than political outcomes, and trying to time your investments based on who wins or loses is a risky game. The best strategy is to stay focused on your long-term goals and trust that a well-diversified portfolio can weather any political storm.

Article of Interest

Welcome to the (Investing) Jungle

"If only I'd bought more {fancy company name}, I'd be rich!" If you've never said this, you've likely thought it at one time or another. It's easy to think we should have known which stocks to pick and when. The author argues that what's really best for your portfolio is to have a little bit of all those {fancy name} stocks, a.k.a. an S&P500 index fund or something similar. That's what can give you all the upside of the {fancy names} without the emotional rollercoaster and high levels of risk that come with being invested in just a few companies. He says if we could leave our fear of missing out behind and let the market do its thing, we'd be much better off.

The big problem here is behavior. Fear. Panic. Distrust. The inability to leave your money alone and let it work. This is why most people do not achieve market returns.
-Mark Newfield of The Uncertainty of it All

New Content from Retire to Abundance

What All the Annuity People Get Wrong


Annuities tend to be a bit of a hot button financial topic. The way I see it, they are neither good nor bad. They are simply a tool to be used. The problem is that I often see people touting them as an all-purpose tool that can be the solution to any financial problem. That they most certainly are not.

The biggest things I see "the annuity people" getting wrong:
→ The flexibility fallacy
→ The illusion of back tested performance
→ Sales incentives and limited expertise
→The complexity of FIAs and variable annuities

Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's just a few of the articles I've been quoted in recently. You can check out the rest on my media page.

Free Resource

Communicating your legacy plan to those you love may be the single greatest gift you can give to them. This six-page guide will step you through the process.

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The Retire to Abundance Newsletter is for education and entertainment purposes only. Nothing should be construed as investment, tax, or legal advice. Links to third party websites may contain content that is not approved by QED Wealth Solutions. QED Wealth Solutions, LLC is a registered investment adviser offering advisory services in the States of Kansas and Texas and in other jurisdictions where exempt from registration.

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The Retire to Abundance Newsletter

The monthly newsletter focused on educating you about how to create the retirement of your dreams. By working to build wealth now, while also living your best life along the way, I help you plan for a truly abundant retirement.

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