Market Chatter: Post-Election Impact Discussion, Markets, Taxes, Rates

In times of political change, the key to financial resilience is not panic, but preparation.

In this edition of the Market Chatter series, our host Joey Loss, along with fellow CFP® Adam Van Wie unpack the financial implications of the recent U.S. election, where Donald Trump has returned as the 47th president, bringing with him potential shifts in economic policy. They discuss the immediate market reactions and what the Republican majority in the Senate (and possible sweep) might mean for the economy. They explore possible changes in tax policy, including implications for income and estate taxes, and consider how these developments could affect your financial planning and investments.

Joey and Adam also examine the impact of tax policies on the markets, highlighting the benefits of a long-term investment strategy amidst political changes. With a focus on Trump's pro-business stance, they consider how maintaining the corporate tax rate at 21% and the Qualified Business Income deduction might influence small business owners. Additionally, they tackle the complexities of estate tax planning, particularly for high-net-worth individuals, and the potential for policy changes after 2025. Listen in as they analyze the Federal Reserve's anticipated rate cut and its effect on the market, while also shedding light on the yield curve's implications for fixed-income investments. All this and more in this edition of Market Chatter - a series of Wealth Unplugged.

Key Topics:

• Election Results and Initial Market Reactions (00:00)
• Market and Economic Impact Post-Election (03:12)
• Fixed Income Market and Economic Uncertainty (06:03)
• Tax Implications of the New Administration (11:31)
• Estate Tax Considerations (18:35)
• Final Thoughts and Future Outlook (25:34)

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

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