Govt. Economy, Markets

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The real impact that politicians and the economy have on stock prices may surprise you.

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Government, Economy, & Markets:

Government , Economy, & Markets

PowerPoint Presentation:

Past performance is not indicative of future performance.

Average Difference::

Average Difference: -0.45%

Presidential Returns:

Presidential Returns

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

PowerPoint Presentation:

*GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. President was given credit for the last full month of his term. Past performance is not indicative of future performance.

GOP Whitehouse:

Nominal Returns 1/1926 – 12/2011 President Total Return Growth of Dollar Annualized Return Years Coolidge 112.17% $2.12 26.81% 3.17 Hoover -74.15% $0.26 -28.69% 4.00 Eisenhower 224.22% $3.24 15.84% 8.00 Nixon -17.82% $0.82 -3.51% 5.50 Ford 49.92% $1.50 17.58% 2.50 Reagan 204.83% $3.05 14.95% 8.00 Bush I 69.97% $1.70 14.18% 4.00 Bush II -24.78% $0.75 -3.50% 8.00 GOP Total 753.83% 43.17 GOP Annualized 5.09% GOP Whitehouse *Data from Dimensional Returns 2.0 CRSP 1-10. Indices are not available for direct investment. Past performance is not indicative of future performance.

DEM Whitehouse:

DEM Whitehouse Nominal Returns 1/1926 – 12/2011 President Total Return Growth of Dollar Annualized Return Years FDR 391.51% $4.92 14.09% 12.08 Truman 181.14% $2.81 14.11% 7.83 Kennedy 26.97% $1.27 8.79% 2.83 LBJ 80.72% $1.81 12.14% 5.17 Carter 66.90% $1.67 13.66% 4.00 Clinton 242.62% $3.43 16.64% 8.00 Obama 66.01% $ 1.66 19.56% 3.00 Dem Total 29,999.9% 43.58 Dem Annualized 13.99% *Data from Dimensional Returns 2.0 CRSP 1-10. Indices are not available for direct investment. Past performance is not indicative of future performance.

November, 2008:

November, 2008

2009:

2009

September, 2009:

September, 2009

November, 2009:

November, 2009

September, 2009:

September, 2009 Source: http://www.thegatewaypundit.com/2011/09/despite-the-weak-economy-obama-unveils-1-5-trillion-tax-hike-on-american-top-earners/

February, 2009:

February, 2009

October, 2011:

October, 2011

Jan 2009 – Dec 2011:

Jan 2009 – Dec 2011 Food Stamps: 32 million – 46.5 million Source: http://www.fns.usda.gov/pd/34snapmonthly.htm

Jan 2009 – Dec 2011:

Jan 2009 – Dec 2011 Welfare: 31 million – 39 million Source: http://www.usgovernmentspending.com/welfare_spending

Jan 2009 – Dec 2011:

Jan 2009 – Dec 2011 National Debt: 11 trillion – 16 trillion Source: http://www.businessinsider.com/the-national-debt-has-exploded-nearly-5-trillion-under-obama--heres-why-its-been-a-great-investment-2012-9

Jan 2009 – Dec 2011:

Jan 2009 – Dec 2011 Unemployment: 7.8% – 8.5% Source: http://www.guardian.co.uk/news/datablog/2011/oct/07/us-jobless-unemployment-data

GOW Jan 2009 – Dec 2011:

GOW Jan 2009 – Dec 2011 $1.87 $1.81 $1.49 $1.26 $1.60 *GOW data from Dimensional Returns 2.0. Indices are not available for direct investment. Past performance is not indicative of future performance.

Matson Money Performance:

Matson Money Performance

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$2,120,980 $1,619,380 Jan ‘93 – jun ‘12 *Past performance is not indicative of future results. GOW shown from Dimensional Returns Software 2.0. See endnotes for GIPS performance disclosures and additional information.

PowerPoint Presentation:

$1,668,450 $2,842,630 Jan ‘ 92 – jun ‘12 *Past performance is not indicative of future results. GOW shown from Dimensional Returns Software 2.0. See endnotes for GIPS performance disclosures and additional information.

PowerPoint Presentation:

$1,628,460 $3,337,180 oct ‘ 92 – jun ‘12 *Past performance is not indicative of future results. GOW shown from Dimensional Returns Software 2.0. See endnotes for GIPS performance disclosures and additional information.

PowerPoint Presentation:

$1,628,460 $3,695,350 oct ‘92 – jun ‘12 *Past performance is not indicative of future results. GOW shown from Dimensional Returns Software 2.0. See endnotes for GIPS performance disclosures and additional information.

The Sky is Falling…:

The Sky is Falling…

NOT!:

NOT!

PowerPoint Presentation:

Source: DFA Returns Software Past performance not a guarantee of future results.

What I Can Tell You:

What I Can Tell You 1. This is nothing NEW—it is called MARKET VOLATILITY.

What I Can Tell You:

What I Can Tell You 2. Market Prices are RANDOM & UNPREDICTABLE.

What I Can Tell You:

What I Can Tell You 3. No one knows where the next 20% move will be but the next 100% move is always… UP!

What I Can Tell You:

What I Can Tell You 4. Your portfolio is diversified in over 12,000 companies & 42 countries…to lose everything would take a global extinction level event.

What I Can Tell You:

What I Can Tell You 5. This is what you pay me for…to COACH you through these scary times.

What I Can Tell You:

What I Can Tell You 6. The right thing to do is to remain disciplined.

What I Can Tell You:

What I Can Tell You 7. Rebalance.

What I Can Tell You:

What I Can Tell You 8. You have already prepared for this.

What I Can Tell You:

What I Can Tell You 9. You would not sell your home just because housing prices are down…neither would you sell your portfolio.

What I Can Tell You:

What I Can Tell You 10. When you are in it, it feels like it will never end–IT WILL!

What I Can Tell You:

What I Can Tell You 11. Encouraging you to sell destroys your long-term potential for success. It is what the wirehouses and broker dealers want you to do so they can earn commissions and increase their profits (and destroy yours).

What I Can Tell You:

What I Can Tell You 12. Stocks are long-term investments and short-term fluctuations are meaningless.

What I Can Tell You:

What I Can Tell You 13. This too shall pass…

The Overriding Truth:

The Overriding Truth Those who panic and sell lose long-term.

Your TO DO List:

Your TO DO List Turn off the hype Focus on the long-term Attend the next ICS session If you have questions…call me Trust in the process

What We Will Do:

What We Will Do Ignore the Hype Coach Educate

What We Will Not Do:

What We Will Not Do Market time Panic Move your portfolio to cash or income portfolio

Thank You!:

Thank You!

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