The market pulled back slightly so far this week and retail sales fell below expectations—declining by 0.9%. There was also a 3.5% decline in auto sales, indicating consumers’ hesitation to make big ticket purchases. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses the Federal Reserve’s reaction and other macroeconomic headlines.

Most people understand the value of maintaining a long-term outlook when it comes to their investment strategy. Amid ongoing market swings, however, it can feel difficult to stay the course. Despite the uncertainty, it’s important to remain focused on the big picture to help manage the effect that emotional selling may have on your overall financial plans. In fact, market downturns may even present portfolio and planning opportunities that may not seem obvious at first.

Presidential elections always breed uncertainty, and while we’re sure to have many questions leading up to November, one of the more pressing is, “How will the election impact markets?” In this webinar, Gary Quinzel and Ayako Yoshioka from our investment management team discuss:

In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW

In the May 2024 edition of Markets Monthly: Strategies & Perspectives, Wealth Enhancement Group specialists Ayako Yoshioka and Gary Quinzel share economic highlights, market updates, and more.