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

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 can advisors tiptoe around the political questions to better understand an investor’s attitudes?
  • Are political influences impacting the investor’s financial behaviors?
  • What can advisors do to ensure that investors are making the right decisions not just emotional decisions during the volatile environment?
  • Much more...

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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