John Bunch discusses how investors can manage their reaction to upcoming
Radio Show Highlights
Preparing for Political Change
The Impact of the Election
In this week’s show, John Bunch, president of Financial Engines Advisors, discusses how investors can manage their reaction to upcoming
political changes, including how to avoid making tempting but ultimately dangerous decisions.
Also in this week’s show:
Chris Bouffard, Financial Engines Research Center chief investment officer, talks about how the election outcome
affected markets this week and how it could impact markets, our investments and the economy in the future.
Bob and Andy discuss what a Republican White House and Congress have historically meant for the markets and what you
should be considering about your financial plan in light of this.
Download or subscribe:
Listen now or download a podcast of the latest shows.
By entering your phone number above, you are consenting to receive calls regarding our products and services from Financial Engines, and these calls may use an automatic dialling system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Methodology: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
*This is a partial listing of Financial Engines’ customers as of December 31, 2016. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.