Dividend Café

How Investors Should be Thinking about Politics and their Portfolios - TBG Investment Committee 10/01/19


Dear Valued Friends and Clients,

Few topics seem to be more front and center these days for investors than how the 2020 election may impact their portfolios.  In fact, the new “impeachment inquiry” from the House accelerates some of those questions (and for many investors, concerns).

But what does history tell us about political ramifications to one’s portfolio decision-making?  What are the four categories we look at when evaluating political relevance to market action?  And what ought investors do in these highly complicated times?

I believe this latest podcast/vidcast from our investment committee provides a quality perspective on how to think about the present environment, and will leave you with actionable takeaways on what should be done, and just as importantly, what should not be.

Dividend Café – Investment Committee Podcast

Dividend Café – Investment Committee Vidcast

With regards,


David L. Bahnsen
Chief Investment Officer, Managing Partner


The Bahnsen Group

This week’s Dividend Café features research from S&P, Baird, Barclays, Goldman Sachs, and the IRN research platform of FactSet.

The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.