How Stocks Perform in an Election Year - 33

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 28 May 2016

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The 2016 election race has already offered plenty of surprises, but what could it mean for the economy? Joe Anderson, CFP® and Big Al Clopine, CPA share what they think, then move on to discuss Americans' top regrets in retirement. Are you saving enough money for emergencies? Is your credit card debt hindering your finances? Are you taking enough risk in your financial portfolio? Find out what you can do to improve your finances. Original publish date May 28, 2016 (hour 1). Note that content may be outdated as rules and regulations have changed.

00:00 - Intro

05:15 - “We tend to sell our positions when they go down because we are fearful…and then we buy back in when the market does well”

10:40 - “Here’s an interesting statistic I got from Market Watch: since 1950, a 60/40 bond portfolio…hasn’t had a loss in a five-year period…any five-year period”

17:54 - “Presidential election year or not, it doesn’t really matter. You need to get the right investments for you and stay invested. Rebalance when you need to”

22:53 - “According to this article on U.S. News, they’re saying that people over age 50 spend an average of 40-45% of their household budget on housing and housing items”

27:25 - “We talk about being diversified with investments but you also have to be diversified with your taxes”

Transcript

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0:00.0	Pure Financial Advisors, a registered investment advisor.
0:03.2	This show does not intend to provide personalized investment advice through this broadcast
0:07.3	and does not represent that the securities or services discussed are suitable for any investor.
0:12.5	Investors are advised not to rely on any information contained in the broadcast in the process of making a full informed investment decision.
0:19.0	This is your money, Wealth, on Talk Radio
0:22.3	760, KFMV. Now, here's Joe Anderson and Big Al Clopine. It's a little bit after the hour.
0:29.8	Good morning. Happy Memorial Day weekend, everyone. Show's called Your Money, Your Wealth. My name's
0:34.8	Joe Anderson. I'm a certified financial planner with Alan Klopine. He is a CPA. Thanks for tuning in. First time listening to the show. We're here
0:42.6	for a few hours talking about finances, your retirement, investments, taxes. You name it in
0:48.6	regards to personal finance. We try to cover it on this show. If you want to listen to us on our podcast, you can go to iTunes and go to your money, your wealth,
0:59.0	or you can always go to our website at purefinancial.com.
1:02.6	Happy Memorial Day weekend, Big Ella.
1:05.4	Same to you.
1:06.5	You've got, what, some family in town to celebrate, I think.
1:09.3	Oh, yeah.
1:10.3	Cousin.
1:10.8	Cousin from Tucson. Good for you. Oh, that's going to be great.
1:14.5	Yeah, and right after this show, I'm heading out to Colorado. Colorado. With Ryan, he graduated
1:19.4	from Boulder in December, and he may want to move back to Colorado, maybe Denver, so we're going to check
1:23.7	it out. Rocky Mountain High? That's it. A little John Denver. Yes, very good.
1:28.3	Yeah.
1:29.3	You know your stuff.
	...

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