• Products
  • Insights
  • Practice Management
  • Resources
  • About Us

Changes in the White House and changes to interest rates can be two of the most unsettling things that investors face. But through presidents from both parties and countless interest-rate changes, the stock market has been resilient and has taken these changes in stride.

 

The Stock Market Marches on Despite Changes in the White House and Interest Rates

Chart data as of 1962–6/30/24. Past performance does not guarantee future results. Indices are unmanaged and not available for direct investment. Data Sources: Morningstar and FRED, 7/24.

A financial professional can help you stay focused on your goals, despite market uncertainty.

 

S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.

The federal funds rate is the target interest rate set by the Federal Open Market Committee. This target is the rate at which commercial banks borrow and lend their excess reserves to each other overnight.

Important Risks: Investing involves risk, including the possible loss of principal. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall.

All information provided is for informational and educational purposes only and is not intended to provide investment, tax, accounting, or legal advice. As with all matters of an investment, tax, or legal nature, you should consult with a qualified tax or legal professional regarding your specific legal or tax situation, as applicable. The preceding is not intended to be a recommendation or advice. Tax laws and regulations are complex and subject to change.

CCWP148 3756373
Related Content

Investing for Retirement
How High Earners Can Maximize Their Retirement Savings
A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.
Client Conversations
Stretch Your Philanthropic Impact: A Guide to Strategic Giving
Because writing an occasional check for your favorite charity only goes so far.
Client Conversations
Making College More Affordable
College can be expensive, but there are abundant grants and scholarships available if you know where to look.
10 Things You Should Know About series
10 Habits of Financially Successful People
Just like an annual checkup keeps you physically well, considering the following items each year can help keep you financially healthy, too.
10 Things You Should Know About series
10 Things You Should Know About Credit Scores
Your credit score is one of the factors lenders consider when you apply for a loan, mortgage, or credit card, or even sign up for a cell phone plan. Although most consumers have credit scores, there are a lot of myths and misinformation about what in ...
Client Conversations
Is a Separately Managed Account Right for You?
For some investors, investing in a separately managed account may have advantages over investing in mutual funds or ETFs.