Election Jitters: How Public Debt Impacts Your Investments

The Looming Shadow of Public Debt: What It Means for Your Investments

As the presidential election approaches, many investors are worried about its impact on their investments. However, financial advisors are sounding the alarm on a more pressing concern: public debt. A recent survey by Natixis Investment Managers reveals that 68% of U.S. advisors and 64% of advisors worldwide consider public debt the top economic risk.

The Growing National Debt

The U.S. national debt has surpassed $35 trillion and continues to rise. This massive burden will fall on the next U.S. president and Congress, who must also address the looming trust fund depletion dates for Social Security and Medicare. As a result, individuals are increasingly shouldering the responsibility of funding their own retirements.

Protecting Your Finances

While you can’t control government spending, you can take steps to limit your exposure to these broader risks. According to certified financial planner Marguerita Cheng, “You can control how you plan, how you save, invest, and react to the news.” Diversification is key to mitigating volatility risks and avoiding the temptation to chase returns or time the market.

Diversifying Your Portfolio

Experts recommend incorporating non-correlated assets into your portfolio, such as bonds, to offset stock risks. With the equity market reaching new highs, investors are expecting returns of 15.6% above inflation, but financial professionals believe 7.1% above inflation is a more realistic target. International bonds can also provide a valuable hedge against domestic market fluctuations.

Tax Implications

Higher national debt may lead to increased taxes in the future. Having a mix of tax-deferred, tax-free, and taxable accounts can provide flexibility and limit taxable withdrawals. Consider utilizing Roth IRAs, 401(k) plans, 529 college savings plans, and health savings accounts to maximize tax advantages.

Managing Consumer Debt

While the national debt is a significant concern, consumer debt is also on the rise. Maintaining good credit is crucial to keeping debt costs under control. By paying bills on time, consumers can borrow money at better interest rates, reducing the cost of debt and even lowering car insurance premiums.

Take Control of Your Finances

In the face of rising public debt, it’s essential to take proactive steps to secure your financial future. By diversifying your portfolio, managing consumer debt, and optimizing tax strategies, you can protect your investments and achieve long-term financial stability.

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