With the 2024 elections underway, it is important to remind investment advisers about the U.S. Securities and Exchange Commission ("SEC") "Pay-to-Play" Rule. Compliance with this highly technical rule is essential, especially given the SEC's continued actions against advisers for noncompliance. Read the article below for a refresher on the rule and to understand what advisers can do now to prepare: https://lnkd.in/eZ8Jtv5H Reach out to Jesse Brown with any questions about the SEC’s Pay-to-Play Rule or to learn more about Petra’s comprehensive regulatory compliance offering. #regulatorycompliance #privatefunds #privateequity #privatecredit #fundadministration
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Buckle up folks! Presidential election 2024 may be more than a year away, but it is never too early to keep an eye on how it could impact not just policy but your investments as well. Although they can get our blood pressure elevated, historically election years have been very kind to the equity markets. Watch the short video below for tips on navigating the upcoming campaign and make sure to bookmark the just-launched, revamped www.ubs.com/electionwatch for the latest information on what is coming out of DC on the upcoming election and how it impacts your investments. #shareUBS https://lnkd.in/eWueN9n2
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Listening in on a great panel discussion with Raymond James leaders on politics, equities and fixed income. Their breakdown for the possible outcomes of this year's elections are very interesting. Reach out if you'd like a summary. #totalviewadvisors #wealthmanagement
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The general election takes place in the UK today... There is always uncertainty in times like this which can lead to markets being bumpy as they react to the latest information and assumptions. However, ups and downs are a part of investing and it’s important to focus on your long-term goals during periods of volatility. Remember to bring your photo ID when you go out and vote today! 🗳️ #UKElection #GeneralElection2024 #voterID #pollingday #wealthmanagment #financialplanning
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🗳With the presidential election just two and a half months away, the candidates’ economic policy platforms are only now beginning to take shape. 📉This late unveiling has some investors concerned about how each policy platform might impact the economy and financial markets. As with all elections, the perceived stakes are high, and with greater political polarization in recent years, emotions are running as hot as ever. 💰In this challenging environment, what do investors need to know in the months ahead to prevent their political concerns from negatively affecting their financial plans? 📽Learn more in this short video with Andrew Kacz https://lnkd.in/ggWy4jyk
Presidential Elections and Economic Policy
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The 2024 election year has kicked off in a manner that few of us could have predicted. We take an approach that plans for the future instead of trying to predict what will happen. In our latest post, we discuss this year's political landscape and cover what you need to know about (as well as what you don't): • Politics and your portfolio • Different tax regimes under different administrations • Family dynamics Read the full post: https://lnkd.in/ga3sfmKZ #wealthmanagement #endeavoradvisors #investmentmanagement
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Feeling exhausted by all the election news? Understandable! Elections in the UK, over the pond and elsewhere have made this quite a slog. Many of you have asked about how this impacts your investments. History suggests not much in the long run. As investors, we should view things through a long-term lens. Stay diversified and focus on what you can control. Don’t get caught up in media hype or timing the market—patience pays off. Read this week’s complete insight at https://lnkd.in/eHNgFN7X If you would like help balancing your finances and easing any financial anxiety you may be feeling, please feel free to contact us. #loveiom #thorntonfs #sharonsutton #isleofman #financialplanning #businessowner #smallbusinessowner #peoplehaven #safehaven #personalfinance #GeneralElection #Investing #ElectionFatigue #StayDiversified
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Advisers: Does politics matter for UK trusts? This month, with a general election on the horizon, Nick Britton takes a look back at which governments have presided over the best - and worst - returns for UK-focused trusts and analyses historical returns in the 12 months leading up to elections and the 12 months afterwards. Read it here: https://lnkd.in/ev7B7gzE Annabel Brodie-Smith Nick Britton ACSI Vanessa Booth Juliet Webber Richard Stone Gay Collins Francesca Ecsery Stephanie Coxon Cathy Pitt Gordon Humphries #investmenttrusts #investmentcompanies #investing
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As we look forward to 2024, Election headlines look set to dominate the media. Thank you to the Irish Examiner for covering this story for Provest Private Clients Limited. Regardless of how next year’s US election plays out investors should continue to focus on their long-term investment goals. Do not react to the media and news headlines. Negative news can trigger fear. “Time in” the market generally beats “timing” the market. #finance #electionday #financebroker #economicoutlook
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Bradley Bruce, CEPA®, CIMA®, CPFA, CPWA® tackles the perennial query of how impending elections may sway the markets. “We know history doesn’t repeat itself, but it certainly rhymes” Delving into historical patterns and the influence of incumbency, he sheds light on our optimistic outlook for a positive market trajectory. Gain expert insights into market dynamics and our unwavering optimism for the year ahead. www.mforcecapital.com #mforcecapital #electionyear #markets #wealthmanagement #financialadvisor
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#Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is advised as we approach Election Day this November. In most cases, politics have no place in the portfolios of long-term investors. Read on for five reasons politics and portfolios make such “strange bedfellows”: (The link sin my comments)
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