April 29, 2025


Webcast Replay


2 CPE

How Our Economy & Markets Perform in Election Years

April 29, 2025
Webcast Replay
2 CPE

How Our Economy & Markets Perform in Election Years

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    Instructor

    David
    Peters

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Learning Objectives

• Identify how the economy performs during election years using key economic indicators 

• Recall how key investments perform during various stages of the economic cycle 

• Recognize how investment performance is affected by elections 

• Recognize how tax policy changes affect the economy 

Major Topics

Key characteristics of the economic cycle   

Inflation Concepts  

Recent performance of certain investments  

Unemployment rates over time  

Investment performance during election years  

The effect of congressional control on investment performance  

Recent effects of inflation  

Proposed tariffs & economic effects  

Proposed tax changes, expiration, and economic effects  

Implications for practitioners  

CPE Credits Available

2 CPE
2
CFP*

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Practitioner
  • Practioners
  • Pracitioners
  • Personal Financial Planning
  • Tax

Prerequisites

Basic understanding of investing and economic principles. 

Intended Audience

 Financial professionals who advise individuals and businesses on investment, professional, and business strategy. 

Provider

Peters

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