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The Market and US Presidential Elections

April 05, 2024

Just so you're aware (LOL), on November 5th, voters will head to the polls to select the next President of the United States. With months of campaigning ahead, there will be plenty of opportunities for investors to wonder, or worry, about the effects of the election on the financial markets in general, and specifically, their own portfolios.

Allow me share data on the past 24 elections to explore whether a correlation exists between which party wins the White House and stock market performance. Presented below is a condensed chart provided by Dimensional Funds, which offers a visual narrative that frankly, paints an encouraging picture for long-term investors:  

If you want to dive a little deeper, please do click this link to watch a recent Dimensional Funds webinar, Riding the Wave: How the Smart Money is Investing in 2024. If you skip ahead to 11:31, you'll be able to tune into a very interesting market and elections dialogue, spanning 3 1/2 minutes. 

This endeavor, naturally, aligns with the Henry Wealth Management mantra, which is this: "Build a portfolio that you can live with and then, live with it." We're here to address any questions you may have.