Broker Check


October 29, 2020

Election 2020: Be Confident. Be Bold. Be Patient


It should come as no surprise that the economy is the most crucial issue in the upcoming election.

But here's something that may surprise you. More than 90% of investors say they plan to change
their portfolio in the 12 months following the election.[1]

Some are preparing to adjust their stock holdings, while others are looking to adjust their bond
positions. Some say they expect to boost their cash portion, while others consider doing "something
else financially" as a result of the election.1

During each election cycle, it's common to see surveys that ask investors, "Do you plan to make any
changes to your portfolio as a result of the election?" It's only the confident, bold, and patient
investor who answers, "No. I don't plan any changes."

Second-guessing your investment strategy is natural, especially with an election on the horizon.
Emotions are running high as investors consider each presidential candidate's positions and how
they may influence the economy.

But this election cycle, challenge yourself to be confident. To be a patient investor who knows
that investing involves risks, making decisions based on your goals, time horizon, and risk
tolerance. Be the bold investor who knows that sound analysis should drive portfolio decisions, not
a knee-jerk reaction to a current event.

Kind Regards,

Thane McCready, CFP® Cobalt Unlimited


Footnotes, disclosures, and sources:
The return and principal value of investments will fluctuate as market conditions change. When
sold, investments may be worth more or less than their original cost.

The content is developed from sources believed to be providing accurate information. The
information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. This material was
developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG
Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-
registered investment advisory firm. The opinions expressed and material provided are for general
information and should not be considered a solicitation for the purchase or sale of any security.

[1] HartfordFunds, “2020 Customer Election Survey”


Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through
Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and
Cobalt Unlimited are separate entities from LPL Financial.