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Review Topics Covered:

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 AND 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.

Review Topics Covered:

Putting recent bond market volatility in perspective.
Recognizing the potential opportunity
Why bonds make sense in the current market environment:
- Greater Yield and Total return potential: Yields are at the most attractive levels since the Global. Financial Crisis and offer a viable alternative to stocks. Yield-to-worst has generally provided a good approximation of future potential returns. Across fixed income sectors, today’s higher yields present investors with a potentially attractive entry point.
- Market Dynamics Present Favorable Backdrop for Fixed Income: Fed Pause: Fixed income has historically delivered strong risk-adjusted returns following the last rate increase of a hiking cycle. Deep discounts: Investment grade bonds are trading at steep discounts, with low historic defaults. Inverted yield curve: Bonds have delivered consistently strong returns after U.S. Treasury yield curve inversions.
- Diversification: U.S. household allocations to equity risk near all-time highs. We expect bonds to resume their role as a source of portfolio diversification and a hedge for downside risk in equities.

Review Topics Covered:

Review Topics Covered:

Understanding Medicare basics
Understanding Medicare coverage and costs
Description of Medicare drug coverage: Part D
Identification of the differences between Original Medicare and Medicare Advantage
Summarization of Medicare coordination benefit rules

Review Topics Covered:

Review Topics Covered:

Review Topics Covered:

Review Topics Covered:

Where the markets have been in excess before, including the Dotcom Bubble (1998 - 2000)
The Great Financial Crisis (2007 - 2009)
Today’s Speculative Mania (2020?)
Where common sense falls into place during a time of market excess based on previous market information and statistics.