Election results make headlines. Fundamentals make portfolios.
Our founder Paul Karger spoke with Financial Advisor Magazine about how TwinFocus is guiding clients after this week’s midterms. His message: the election is “a speed bump; it’s noise.”
A few takeaways from the conversation:
🔹 Don’t restructure wealth plans or portfolios around election outcomes. Interest rates, earnings and other fundamentals matter far more than who controls Washington.
🔹 Paul remains bullish on equities, pointing to what he sees as a historic productivity boom.
🔹 With valuations elevated, diversification matters. Rather than making an all-in or all-out call on stocks, we’ve encouraged clients to trim at the margin.
🔹 Keep enough liquidity on hand to cover two to three years of living expenses, portfolio needs and capital calls.
For families focused on intergenerational wealth transfer, taxes and estate planning, discipline through political cycles is what keeps long-term goals on track.
For informational purposes only. The views expressed are Paul Karger’s own and do not constitute investment advice or a recommendation to buy or sell any security.
