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☆ What top financial advisors are telling investors about the market impact of the U.S. presidential election
  + stars: | 2024-11-05 | by ( Lorie Konish | ) www.cnbc.com   time to read: +3 min
Early in-person voting for the 2024 US presidential election began in Virginia, South Dakota and Minnesota. - | Afp | Getty ImagesMany investors worry their investments may be affected by the outcome of the U.S. presidential election. Forward four-year returns were positive for Democrats in 11 out of 12 terms, compared to Republicans who had positive returns in nine out of 12. watch nowHowever, the presidential contest could usher in short-term volatility, particularly if a winner is not declared right away. Yet even with deregulation, record production and higher oil prices, the energy sector was down 8.4% during Trump's presidential term, according to Adam's research.
Persons: Mark Motley, Jimmy Carter, George W . Bush, Motley, Joseph Veranth, Veranth, Larry Adam, Raymond James . Long, Adam, Donald Trump Organizations: Bozeman Government, Afp, Getty, U.S, Morningstar, Democrats, Foster & Motley, Dana Investment, CNBC, — Locations: Arlington , Virginia, Virginia , South Dakota, Minnesota, Cincinnati, Waukesha , Wisconsin, U.S
☆ Boomers have more wealth ‘than any other generation,’ but millennials may not inherit as much as they hope
  + stars: | 2022-12-09 | by ( Jessica Dickler | ) www.cnbc.com   time to read: +1 min
On the cusp of the greatest generational wealth transfer in history, baby boomers are set to pass more than $68 trillion on to their children. "It's a generation that has accumulated a greater percentage of wealth than any other generation ever has," said Mark Mirsberger, a certified public accountant and CEO of Dana Investment Advisors, referring to boomers. Studies show a growing disconnect between how much millennials expect to inherit in the "great wealth transfer" and how much aging boomers plan on leaving them. But 55% of baby boomers who plan to leave behind an inheritance said they will pass on less than $250,000. Tack on inflation, geopolitical uncertainty and fears of a recession, and boomers suddenly may be feeling less secure about their financial standing — and less generous when it comes to giving money away.
☆ How top-ranked financial advisors are responding to near-retiree concerns about inflation, longevity
  + stars: | 2022-10-31 | by ( Annie Nova | ) www.cnbc.com   time to read: +5 min
We asked four of the financial advisors who made CNBC's FA 100 list in 2022 what they're hearing from their older clients and how they're responding. 1 on CNBC's FA 100 list. A new concern, Harlemert said, is the impact rising interest rates are having on people's pensions. The value of a pension is based, in part, on current interest rates, he explained. For the last 10 years, he said, they've seen their pensions mostly rise in value as interest rates have remained at historic lows.
☆ Strategies to navigate the $68 trillion 'great wealth transfer,' according to top-ranked advisors
  + stars: | 2022-10-17 | by ( Jessica Dickler | ) www.cnbc.com   time to read: +5 min
At the same time, the greatest generational wealth transfer in history is underway, with baby boomers set to pass to their children more than $68 trillion. Here are four key considerations to help families prepare, according to CNBC's top-ranked financial advisors. Family legacyThe first hurdle is often bringing generations together to discuss their family legacy, advisors say. "Parents have gotten used to managing their wealth over 20, 30 or 40 years; kids have less than a year." "Financial literacy is a huge part of this wealth transfer," Mirsberger also added.
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