Wealthy Investors and the Election: A Guide for Financial Advisors in 2020 - January
Spectrem research indicates that investors generally become skittish during election years and 2020 promises to be no different. While it is easy for financial advisors to ignore the election and continue to advise clients just as they would in the normal course of events, the amount of media attention and other “noise” regarding political issues creates uncertainty for investors.
Each month from now until the election Spectrem will provide financial advisors with information regarding investor attitudes relative to the election.
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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