Dear Valued Friends and Clients,
Few topics seem to be more front and center these days for investors than how the 2020 election may impact their portfolios. In fact, the new “impeachment inquiry” from the House accelerates some of those questions (and for many investors, concerns).
But what does history tell us about political ramifications to one’s portfolio decision-making? What are the four categories we look at when evaluating political relevance to market action? And what ought investors do in these highly complicated times?
I believe this latest podcast/vidcast from our investment committee provides a quality perspective on how to think about the present environment, and will leave you with actionable takeaways on what should be done, and just as importantly, what should not be.
Dividend Café – Investment Committee Podcast
Dividend Café – Investment Committee Vidcast
With regards,
David L. Bahnsen
Chief Investment Officer, Managing Partner
dbahnsen@thebahnsengroup.com
The Bahnsen Group
www.thebahnsengroup.com
This week’s Dividend Café features research from S&P, Baird, Barclays, Goldman Sachs, and the IRN research platform of FactSet.