It may seem like it has been a century in the making but election week is finally here. Whatever your views of the candidates, given the length and pervasiveness of election coverage this cycle, it’s natural to have a sense of anxiety regarding how the outcome of the election will affect your life and, in particular, your financial plan.
We know how important it is to connect and be reassured in times like this. In an effort to answer your questions and connect – virtually – we invite you to attend a post-election webcast hosted by our partners at Buckingham. This live event will feature a discussion with two of Buckingham’s most prominent leaders in wealth management - Jeffrey Levine, CPA/PFS, CFP®, Director of Advanced Planning and Kevin Grogan, CFA, Managing Director of Investment Strategy – moderated by Chief Client Officer David Levin. The conversation will touch on the economic environment, what we’re looking out for, and answer questions you submit when registering. All in an effort to give you peace of mind.
Post Election Webcast: What Comes Next
Date: Tuesday, November 10, 2020
Time: 10:30 CST
We hope you will join us. We’ll tackle the questions you submit during registration as well as questions that come up that day.
Regardless of how things unfold, it is important to remember your financial plan was built to account for unexpected events – including an unprecedented presidential election or global pandemic. Your plan is informed by decades of academic evidence and behavioral finance theory -- evidence that has incorporated the outcome of dozens of political, financial and world events. It's designed to weather the ups and downs that inevitably follow significant happenings like this.
However, we know in the wake of an historic election, amongst a continuing pandemic and potential market volatility, you have questions and uncertainty about what to do next. We’re here to support you through all of it.
We invite you to check out a few election related pieces we’ve created recently.
- “Should I change my investment plan ahead of the election?” – In this AskBuckingham video, Jared Kizer, CFA, talks election year markets and what you may be able to expect for your investment plans.
- Election Year Politics and Stock Market Forecasts – Buckingham’s Managing Director of Solutions Jonathan Scheid, CFA, AIF®, provides perspective on how to process financial headlines over the next few days.
- In this article by Buckingham Advanced Planning Advisor William Morgan, CPA/PFS, we’re reminded of how much we can control when it comes to our financial plan. Review this year-end tax planning checklist for what to focus on financially as this year comes to a close.
Like you, we’ll continue to keep our eye on things as they develop in the days to come. Please don’t hesitate to reach out with your questions and know we’re here for you.