Politics, Portfolios, and Predictions

Sammy and Bob discuss the market’s reaction to the election results and what might lie ahead. Taxes, tariffs, and immigration lead the new administration’s agenda, and related announcements are already moving markets. With the Republican sweep, there is potential for significant changes happening under Trump’s administration compared to a divided government. Given the wide range of outcomes, we expect some near-term market volatility. Bob also shares actionable insights on portfolio strategies for stocks and bonds, helping investors navigate this uncertain landscape. Plus, they dive into Elon Musk’s potential influence on the government, Fed rates, inflation trends, and the S&P 500's momentum.
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