Insights + Resources

Election 2020: Be Confident. Be Bold. Be Patient.

Oct 28, 2020

It should come as no surprise that the economy is the most crucial issue in the upcoming election.

But here’s something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months following the election.1

Some are preparing to adjust their stock holdings. Others are looking to adjust their bond positions. Some say they expect to boost their cash portion. And others consider doing “something else financially” as a result of the election.1

During each election cycle, it’s common to see surveys that ask investors, “Do you plan to make any changes to your portfolio as a result of the election?” It’s only the confident, bold, and patient investor who answers, “No. I don’t plan any changes.”

Second-guessing your investment strategy is natural. And especially with an election on the horizon. Emotions are running high as investors consider each presidential candidate’s positions and how they may influence the economy.

But this election cycle, challenge yourself to be confident. To be a patient investor who knows that investing involves risks, making decisions based on your goals, time horizon, and risk tolerance. Be the bold investor who knows that sound analysis should drive portfolio decisions, not a knee-jerk reaction to a current event.

At Epic Capital, we have recognized the delicate balance between politics, the economy, and investing in a volatile environment. If you’ve been following our Epic Market Minute Videos, CERTIFIED FINANCIAL PLANNER and Financial Advisor Ed Doughty has been tying those three themes together. Our most recent one was titled “Dry Powder Turns Fear into Opportunity” and touches on the broad-based market sell-off only a week before the election.

For additional insights and resources, be sure to sign up for our Weekly Market Commentary, follow our YouTube channel. We regularly post our Epic Market Minute videos, follow us on LinkedIn, or like us on Facebook. And as always, please don’t hesitate to reach out to a dedicated service professional at Epic Capital.

Tags: , , , ,

More Insights

Jun 6, 2025

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your … Continue reading “Estimating Your Retirement Income Needs”

Jun 4, 2025

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:

Apr 4, 2025

April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken.

Apr 2, 2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

Mar 31, 2025

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

Insights + Resources >