0:00 Intro
0:59 Market Update
3:29 Topic 1: Outlook for New Administration Policy
8:09 Topic 2: Investment Opportunities in the New Administration
11:27 BKLN -- Another Income Security
The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don’t Do Anything Rash and (2) Don’t Mix Your Politics with Your Investments!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the changes we expect to see in fiscal policy (taxes and spending), along with the regulatory regime. We expect to see a lighter environment for regulation, along with an administration more favorable to mergers & acquisitions, which is ultimately shareholder friendly.
We also touch briefly on what sectors we expect to perform well in the coming Presidential administration. The episode closes out with yet another income security idea, which you need to watch to the end for the reveal. With interest rates on a bit of a rollercoaster in 2024, we have an idea that should perform well in a rising interest rate, due to its investment in floating rate debt.
We know some of you were holding money on the sidelines waiting for the outcome of the election. With that uncertainty behind us, it's time to put those funds to work. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know.
As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and put cash to work at Brian's calendar
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios, now available for purchase, head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details.
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