How Our Economy & Markets Perform in Election Years
Available Until
Self-study
2.50 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
Election years always make us look to the future. They fill us with hope and optimism about what the upcoming years may bring. However, are we justified in feeling optimistic? In this course, we will look at the economic cycle and the effect of election years. We will examine how certain key investments have performed and examine why this year is unique. In addition, we will look at how major tax policy changes affect our economy as well. While nothing is certain, we can see what history has taught us - and just maybe get a glimpse at what is ahead!
Highlights
- 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
Prerequisites
Basic understanding of investing and economic principles.
Designed For
Financial professionals who advise individuals and businesses on investment, professional, and business strategy.
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
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
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- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $119.00
Member Price $89.00