AFTER THE BALLOTS: WHAT POLITICAL SHIFTS MEAN FOR YOUR PORTFOLIO
What does the political landscape mean for your portfolio?
November 19th at 12:00pm PST
The midterm results are in, and political uncertainty is rising from Washington to capitals around the world. Steven Bernstein and Adam Turnquist will break down what history and the charts say about markets after elections, which sectors are most sensitive to policy shifts, and how to keep your portfolio grounded as we close out the year.
Steven Bernstein
Adam Turnquist
DO ELECTIONS REALLY MOVE MARKETS?
WHAT TO EXPECT
What markets have done after past midterms
How previous post-election periods played out, and why history is useful context but not a forecast.
Policy shifts and sector exposure
Which parts of the market tend to react most to changes in Washington, including taxes, healthcare, energy and defense.
Political risk beyond U.S. borders
How instability abroad can ripple into interest rates, currencies and international holdings.
Market Technicals
Key support, resistance, and momentum signals across U.S. equities.
THIS WORKSHOP IS FOR
Current Clients
Those who wish to stay informed and understand the broader economic factors influencing their portfolios.
Seasoned Investors
Those looking to understand the current economic landscape and how it influences investment decisions, especially in relation to the S&P 500.
Prospective Clients
This is a prime opportunity to understand our approach to emerging sectors and how we prioritize your financial growth.
MEET YOUR SPEAKERS
Steven Bernstein
President, Stonewater Financial
With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm’s fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we’ve cultivated, and the consistent successes we’ve achieved and continue to pursue.
At Stonewater Financial, we build and manage custom financial plans that suit each individual’s unique situation. This plan is not just about what money goes where. It’s a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
Adam Turnquist, CMT
Chief Technical Strategist, LPL Financial
Adam Turnquist is the Chief Technical Strategist for LPL Financial’s Investment Research team.
In his role, Turnquist leads the firm’s technical analysis of global capital markets.
He also serves as a key member of the firm’s Strategic and Tactical Asset Allocation Committee, a body responsible for timely market guidance for LPL’s more than 21,000 independent and enterprise-affiliated financial advisors.
SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT
Don’t miss this opportunity to gain insights on where markets might be headed for the end of the year.
A short Q&A session will be offered to answer any questions you might have at the end of the session.
Integrity
Comprehensiveness
Transparency
How To Get In Touch With Us
By Phone
(310) 402.2513
Location
1800 Century Park E Suite 210
E-Mail
info@stonewaterfinancial.com
1800 Century Park East, Suite 210, Los Angeles, CA 90067
Steven Bernstein is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.
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