Building Your Wealth Bridge
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
Registered Representative of and securities offered through Cetera Wealth Services, LLC a Broker-Dealer and Registered Investment Advisor, member FINRA/SIPC.
Advisory Services offered through AdvisorNet Wealth Partners.
Cetera Wealth Services, LLC, McCabe & Associates and AdvisorNet Wealth Partners are not affiliated companies.
Building Your Wealth Bridge
Markets During Elections & Gifting Strategies
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In episode 2 of the “Building Your Wealth Bridge” podcast, the team continues their conversational format with a timely discussion on two themes showing up often in client conversations: investing during an election year and gifting strategies for family support. George C. McCabe, CPA, Financial Advisor, is joined by colleagues William E. Will, CFA, Financial Advisor and Zachary B. Morgan, CFA, CFP®, Financial Advisor, to share historical context and practical planning insights.
The team engages in a detailed discussion on the following topics:
• Election Years & Market Reality: A look at long-term market history across different administrations—and why investment decisions shouldn’t hinge on political outcomes.
• Volatility, Investor Behavior, and Cash: How uncertainty can drive investors into money markets, why market timing is difficult, and what shifting rate expectations could mean for portfolios.
• Diversification Over Time: Why time horizon matters, how stocks and bonds behave differently, and how a diversified approach can reduce the “range of outcomes.”
• Gifting & Estate Planning Basics: Annual gifting rules, when gift tax returns apply, strategies for helping children (including home purchases and intrafamily loans), and why potential 2026 exemption changes are on some families’ radar.
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. A diversified portfolio does not assure a profit or protect against loss in a decline market.
The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that is accurate or complete. 9480 Enterprise Drive, Suite 1 Mokena, IL 60448-8321. 708-479-7755.