Election years are known for triggering strong emotions in investors. Financial advisors play a crucial role in helping clients navigate election-related anxiety. By understanding the nuances of election-year investing and offering effective protection strategies, advisors can ensure their clients' portfolios remain on track for long-term success.
In this episode of Advisor Revelations, Kameron and John talk about investing during election years. They discuss the effects of election years on the market and strategies for investing during these times. John shares insights on market trends during election cycles, the effect of emotions on investment decisions, and the role of annuities in protecting assets and income. He also explores the different asset protection strategies available through commission-free annuities and the benefits of protecting income through annuity products.
Key Takeaways:
- [01:27] - Trends in investing during election years.
- [02:29] - The two biggest emotions that affect people with their investments.
- [03:23] - Market trends during election periods.
- [08:40] - Market performance after the last election.
- [11:02] - Tips for advisors on how to keep clients invested.
- [15:19] - Basic asset protection strategies.
- [17:59] - Exploring fixed indexed annuities as a conservative option.
- [20:51] - Registered index-linked annuities (RILAs) as an asset protection strategy.
- [22:14] - How advisors fund RILAs.
- [24:20] - Solutions that help people protect their income.
- [29:18] - John's final thoughts.
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