Surgent's How Our Economy and Markets Perform in Election Years

Election years always make us look to the future. They fill us with hope and optimism about what the upcoming years may bring. However, are we justified in feeling optimistic? In this course, we will look at the economic cycle and the effect of election years. We will examine how certain key investments have performed and examine why this year is unique. In addition, we will look at how major tax policy changes affect our economy. While nothing is certain, we can see what history has taught us and just maybe get a glimpse at what is ahead.

Presented by Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Accounting and finance professionals who advise individuals and businesses on investment, professional, and business strategy

• Identify how the economy performs during election years using key economic indicators
• Recall how key investments perform during various stages of the economic cycle
• Recognize how investment performance is affected by elections
• Recognize how tax policy changes affect the economy

• Key characteristics of the economic cycle
• Market indicators
• Which investments historically have performed better in which part of the economic cycle
• Election years and investments
• The January Effect
• The effect of inflation on certain investments
• Tax policy and the economy

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