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It’s a presidential election year! What are the historical S&P 500 returns during and after US election years?
It must make a big difference, right?
But the reality is somewhat…uneventful.
Burney Wealth Managing Partner Adam Newman goes back 100 years and looks at the average market behavior for each election cycle:
A: Returns in the election year
B: Returns in the year following the election
Check out our full quarterly economic and market review webinar: https://hubs.la/Q02jV8RZ0
Topics discussed include: 2023 in Review, The Case for Small Caps, Stock Selection Opportunities Outside of the Magnificent 7, and more!
09/14/2023
See Lowell Pratt, CFA on CNBC tomorrow morning at 5:25 AM ET!
CNBC just released the FA 100 for 2023, and Burney is a Top 10 Financial Advisory Firm for the second year in a row! Lowell has been asked to appear on CNBC and let viewers know what Burney is telling clients right now.
Tune in to hear Lowell share his thoughts on:
➡️Whether he’s bullish or bearish on the market
➡️Guidance in navigating the recent ups and downs
➡️Advice he is giving clients for the rest of 2023
06/15/2023
🎥ICYMI: Burney Wealth experts hosted “The Social Security Puzzle: Putting the Pieces Together” on last week. Still want a chance to hear their insights? You’re in luck!
The recording is now available here: https://hubs.la/Q01TK3Zb0
Watch Now: The Social Security Puzzle: Putting the Pieces Together Watch this on-demand webinar to learn about social security strategies.
04/29/2023
Join us on Wednesday, May 3rd at 12 p.m. ET for a webinar hosted with our partners at Caribou: Planning Early Retirement: What About Healthcare?
By the end of this webinar, you’ll have an understanding of:
💰The rising costs of healthcare and how it impacts retirement plans
🏥The health insurance options available to pre-65 retirees and their role in financial risk mitigation
📅Important dates, timing, and how to complete a personalized HealthPlanning Analysis
➡️ Register now: https://hubs.la/Q01MG4PB0
Burney Wealth Management & Caribou | Planning Early Retirement: What About Healthcare? | Caribou Learn all about the important role healthcare planning plays in pre-65 retirees’ financial plans on May 3rd at 12 pm EST. You’ll discover background information, data, and case studies highlighting...
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1800 Alexander Bell Drive STE 510
Reston, VA
20191
Opening Hours
| Monday | 9am - 5am |
