Here’s What We Think

Life has a way of reminding us what really matters—and sometimes it does so in the most difficult ways.

The outcome of a U.S. presidential election can influence various sectors of the economy, creating opportunities and risks for investors. This guide provides an overview of potential market impacts based on whether a Republican or Democrat candidate wins, helping you understand key investment themes and sector trends. By understanding these, you can engage in more informed discussions with your advisor about how the election may affect your portfolio.

A recent study from Northwestern Mutual (link at bottom of page) reveals that half of Gen Xers (ages 45–60) have saved only three times their annual income for retirement—well below Fidelity’s recommended benchmark of six times by age 50 for those aiming to retire at 67.

The wealth experts at Callesen Wealth Management offer some valuable insight on the eve of the upcoming election...

When it comes to investing and, well, life in general, behavior matters. If you exercise bad behavior in your everyday life, you are likely to get an unacceptable result. The same is true of investing.

We’re finally here, the last blog in the Financial Journey series. Thank you so much for sticking with the series this entire time and we hope that our advice has made a difference in the beginning of your financial journey. Without further ado, the finale: Insurance!