Wealthy Investors and the Election: A Guide for Financial Advisors in 2020 - May

Each month from now until the election Spectrem will provide financial advisors with information regarding investor attitudes relative to the election. While many of the issues will seem irrelevant to their investments, investor concerns may result in questions that financial advisors may be asked to address.

Questions answered this month include: 

  • How are investors feeling about the likelihood of a recession? How long will it take for the market to recover?
  • Do investors believe the country can safely re-open?
  • Who do they feel will win the election and what will happen to the financial markets
  • What should financial advisors be talking to investors about as this historical year progresses?

Spectrem will also provide specific information regarding investor’s investment and financial worries and will track changes to these concerns throughout the year. This will provide financial advisors with the knowledge of whether they need to reach out immediately to their clients or if various items can be addressed over time.

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