About the Guest(s):

Kerrie Beene: Kerrie Beene is the Chief Investment Officer (CIO) at Rooted Planning Group. With a keen interest and expertise in economic policies and market dynamics, Kerrie guides investment strategies and discussions around market outlooks. Her focus often lies in distilling complex financial concepts and making them accessible for clients and audiences alike.

Episode Summary:

In this engaging episode of Money Roots, host Amy Irvine, CEO of Rooted Planning Group, sits down with Kerrie Beene, the Chief Investment Officer, for an enlightening discussion on the post-election market outlook. The duo unpacks the impacts of political landscapes on stock market returns and investor sentiment, weaving through historical data dating back to 1933 to uncover patterns and trends. As global markets react to yet another election cycle, Amy and Kerrie reflect on what the future might hold for investors in a climate overshadowed by policy changes and economic uncertainty.

Throughout the episode, listeners are taken on a deep dive into how different political party leaderships have traditionally impacted market performance. Using data from past presidencies, Amy and Kerrie dissect and analyze the historical returns of the S&P 500, exploring the dynamic between Democratic and Republican parties in the White House and Congress, and its implications on market stability. They provide listeners with insights into bond markets, potential inflation concerns, and the general volatility that follows such political shifts, aiming to educate and prepare investors for what lies ahead.

Key Takeaways:

• Historical data shows that stock markets have generally performed well under Democratic leadership when the Congress is controlled by Republicans, with average returns of 18.2%.
• Markets tend to prefer balance in government control, which historically has resulted in more stable investment returns.
• The bond market has experienced unusual volatility due to fears of inflation and potential interest rate changes.
• It's important for investors to have a long-term view and not make decisions driven by short-term political changes or noise.
• Understanding market fundamentals and educating oneself on financial policies is crucial for making informed investment decisions.

Notable Quotes:

1. "The market does what it does regardless of the political party in office." – Kerrie Beene
2. "Markets move on a daily basis based on fear and volatility, but over a long term basis they move on growth and economic news." – Amy Irvine
3. "The biggest thing that stands out is that what tends to do the best is when there's a balance of power." – Kerrie Beene
4. "In reality, if the Fed is going to continue to lower interest rates, they must think that the economy is slowing down." – Amy Irvine
5. "Having a plan and a strategy that makes sense and reviewing your portfolio is crucial." – Kerrie Beene

Resources:

• Rooted Planning Group: Find out more about their financial planning services and insights. Connect through their official website.

Join Amy and Kerrie in this insightful episode as they peel back the layers of financial intricacies and political effects on the market outlook. Dive into the full conversation on Money Roots for more expert analysis and stay tuned for future episodes that promise to enrich your financial literacy journey.