Market Returns During an Election Year
We’re hearing this question frequently this year. The simple answer (and only correct one) is “We don’t know”. We do know that investors hate uncertainty, and that distaste is reflected in the recent volatile markets. Given that this year’s election uncertainty is higher than normal, we believe it is fair to expect that market volatility will be higher than usual through the rest of the year..
Dimensional Fund Advisors (DFA) has recently researched historical returns during election periods. Here are their conclusions:
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Quarterly Market Review
Please click below to access a review of the markets over the past quarter.
Form ADV Part 2
Form ADV is divided into two parts. The first discloses specific information about a Registered Investment Advisor that is important to regulators (name, number of employees, form of the organization, nature of the business, etc.). The second part acts as a disclosure document for clients of the business and includes information such as services provided and fees levied, whether the investment advisor acts as a broker-dealer and transacts securities, and so on.
The Seven Roles of an Advisor
Financial Advisors wear several hats and it is important to look for an advisor that can wear all of them. In this article, Jim Parker of Dimensional Fund Advisors covers the essential skill sets of a good financial advisor.