Elections & Your Portfolio: What History Really Says
Worried about how the upcoming election will impact your investments? In this special bonus episode of Money Matters, Scott and Pat are joined by Apollo Lupescu, Vice President at Dimensional Fund Advisors (known as the "Secretary of Explaining Stuff"), to look past the political noise and examine what decades of market history actually reveal.
In this episode, they discuss:
Emotions vs. Evidence: Why politics triggers strong emotional reactions, and why successful investing requires separating those feelings from portfolio decisions.
Midterms & Market History: What typically happens to the stock market during election months—and why the data going back to 1950 might surprise you.
Presidents & Returns: A look at market performance across multiple administrations, from Nixon to Biden, and why policy is just one small ingredient in long-term corporate growth.
The "Single-Party Control" Myth: The surprising return statistics behind periods when one political party controlled the White House, the Senate, and the House of Representatives.
Staying the Course: How having a financial plan and an objective advisor can protect your long-term wealth from short-term election anxiety.
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