Nonprofit Investment Stewards Episode 74 – Quarterly Quick Take: How Presidential Elections Impact Your Portfolio — With Brad Long
Wondering how the economy and upcoming presidential election might affect your investment portfolio?
Bob DiMeo and Devon Francis sit down with Brad Long, Chief Investment Officer at Fiducient Advisors, to provide a mid-year market recap and delve into the potential financial implications of the 2024 presidential election. Brad also sheds light on resilient investment strategies for uncertain times.
You’ll discover:
- Economic highlights from the first half of 2024
- Key insights into stock and bond market performance
- Potential election impacts on investments
- Strategies for building a resilient portfolio
- And more!
Resources:
Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Brad Long | Insights by Fiducient Advisors (Research, Blogs, Podcasts)
About Our Guest:
Brad joined Fiducient Advisors in 2012. As Fiducient Advisors’ Chief Investment Officer, Brad leads the firm’s investment strategy and research efforts. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee.
Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to underresourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.