Join Capital Harvest Wealth Partners Zoom Webinar on October 21, 2024 @11:00am as we partner with leading money manager, First Trust, to bring you and your loved ones a full overview of Navigating Through Transitions - ELECTIONS & THE STOCK MARKET & EQUITY INDEX CONCENTRATION & MARKET BREADTH & FALLING RATES & INFLATION & A BROAD MARKET PERSPECTIVE.

TURNS IN THE ROAD - Navigating Through Transitions:

• ELECTIONS & THE STOCK MARKET
  • One common concern of investors during an election year is how the stock market will be impacted by a change in America’s President.  In past election years, the S&P 500 Index has seen more positive performance than negative.  Here we look at S&P 500 Index performance during presidential election years, which have historically provided positive gains for stocks.
  • Historically, following a U.S. presidential election, the S&P 500 Index has shown higher returns in the year after a new president is elected compared to when the incumbent president is reelected.

• FALLING RATES & INFLATION
  • In recent months, inflation has been steadily falling towards 2%, which is the Fed’s target level they feel best supports sustainable economic growth.

• EQUITY INDEX CONCENTRATION & MARKET BREADTH
  • The top 5 names in the S&P 500 make up nearly 30% of the index’s weight given the appreciation of FAANG/MAG7 names over the last several years.  Although it’s uncertain whether this index concentration is transitory or signifies a shift towards a new normal, there are still many potential benefits to investing in equities, such as diversification, inflation hedge opportunity, and attractive long-term performance.

• A BROAD MARKET PERSPECTIVE
  • Investing in the stock market can be volatile, which may tempt some investors to pull out of the market to avoid the bad days.  However, it is impossible to predict when good and bad days will happen.  This chart shows the potential effect that pulling out of the stock market could have on a portfolio.  An investor does not have to miss many good days to feel the financial impact over time.  We believe investors will be rewarded for sticking with their investment plan.

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***Once registered, you will receive an email with the Zoom link information as well as a reminder email the day before the event***