Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets isn’t as simple as drawing a direct connection from who is in the White House, or in Congress for that matter. Prices are influenced by many factors; we believe what matters most is the starting economic and market backdrop combined with events (often unforeseen) that occur during that time. In a recent webcast, Dimensional Fund Advisors’ Mark Gochnour and Jake DeKinder offered lessons from history.

Team Hewins, LLC (“Team  Hewins”)  is an  SEC-registered investment adviser;  however,  such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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