The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head of Client Communications and Vice President at Dimensional Fund Advisors, about what the stock market has done in the past during election years and if the 2024 election year is different.
About Our Guest
As Head of Client Communications, Jake helps develop the messaging and communication strategy for Dimensional’s Global Client Group. In this role, he interacts closely with clients to understand their needs and challenges and best align the resources of Dimensional to produce content and materials that will support clients in their business. Prior to joining Dimensional, Jake owned and operated a restaurant franchise in the Atlanta, Georgia, area.
A CFA® charterholder, Jake earned his MBA and MPA from the McCombs School of Business at the University of Texas at Austin and his BBA from the Goizueta Business School at Emory University.
Resources Mentioned on the Show
How Much Impact Does the President Have on Stocks?
If you enjoyed this episode of the Retirment Power Hour, check out our Podcast on Cybersecurity: How to Stay Secure Online
Listener Question
I am trying to get information on spousal benefits and just watched your episode 12, excellent presentation. My husband is 73 and began taking SS benefits at full retirement age. I am now 66 and eligible for my own full retirement benefit, but a financial advisor recommended filing for the spousal benefit until switching to my own (higher) benefit at age 70. Do we both need to be born before 1953 for me to have this option? If you can answer, that would be so helpful since it is very difficult to get an appointment with SSA
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Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of , a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
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