Article

Stock Performance in Election Years

Stock Performance in Election Years

Historical data showing how U.S. stocks have tended to lose money less often in election years, showing the smaller percent of calendar years that lost money, which often tended to be driven by historic economic events, not elections. Included is a glimpse at seasonal stock and bond returns in election years. Also asset classes, inverted yield curve update, high yield bonds environment, and private credit returns.

May 23, 2024
Stock Performance in Election Years
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • A couple sitting with an advisor going over documents

    Estate Planning is for Everyone

    September 4, 2026
    Who needs estate planning? It’s not just for the wealthy or those with complex estates. It can help individuals and families clarify their wishes, protect the people they care about, and make important decisions easier during difficult times. Learn why planning is about people, property, and priorities.
    Read this Article
  • Wall Street January Effect

    Understanding the History of the January Effect

    February 9, 2021
    Can the monthly performance for January predict the rest of 2021?The January Effect is not just a Wall Street myth as several prominent studies have confirmed its existence.
    Read this Article
  • A couple sitting in front of a financial professional at a desk.

    Retirement Income Starts with a Resource Review

    July 3, 2026
    Did you know that a strong retirement plan generally draws on multiple income sources? Reviewing potential Social Security benefits, employer-sponsored plans, and personal savings together can help clarify how the pieces may work in concert to support the retirement you envision. For those preparing for the next chapter, that kind of thoughtful review can be an important step toward greater clarity, flexibility, and confidence.
    Read this Article
  • Seasonal Stock Returns

    May 18, 2021
    This May edition of the Student of the Market looks at recent stats and trends, such as value performance, fund flows, seasonal stock returns, as well as providing a quick primer on inflation.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset