Zoe Brunson

Balancing Income and Risk Icon




Zoë Brunson, CFA
Senior Vice President, Investments
AssetMark, Inc.


Elections and Emotions Icon

Will Higher Taxes Sink Stocks? Icon

Elections and Markets Icon


Kezia Samuel
Managing Director, Client Portfolio Management
AssetMark, Inc.


Jason Thomas

The Fed and 60/40 Portfolios Icon




Jason Thomas
Senior Vice President, CEO and Chief Investment Officer, Savos Investments
AssetMark, Inc.


Davin Gibbons

Does a 60/40 Portfolio Offer
What You Need? Icon



Davin Gibbins, CFA CAIA
Senior Vice President, Investment Strategies
AssetMark, Inc.


What's Next for the Markets?

Learn what the various election results could mean for the markets and your clients’ portfolios. Hear from a panel of leading market strategists from BlackRock, DoubleLine and J.P. Morgan as they share their thoughts and insights on what’s next for the markets, the economy and the financial industry.

Qualifies for 1 CFP CE credit.

A View from the Hill; Elections and Markets

Join Washington, D.C. insiders who will share their non-partisan perspectives based on their time in the White House and the U.S. House of Representatives. They will share insights into how the elections may influence the markets and current areas of legislative importance to financial plans. Decisions that happen at the federal level can often directly impact important issues affecting both investors and financial planners.

Election Insights

The Purple Haze Election: Implications for Markets and the Economy – CIBC 
First the Election, Now the Governing: Fiscal Policy Priorities, Challenges, and Implications – PIMCO
Impact! US Elections – William Blair

How Will the Election Results Impact Markets? – City National Rochdale

Election 2020: Results and Consequences – JP Morgan 

Election Day Is Finally Over! Who Won? – Clark Capitol
2020 Outlook Update – BlackRock
Election Special: Ten Initial Observations From the U.S. Results So Far – William Blair
Student of the Market – BlackRock
Thought Leadership – DoubleLine
Presidential Elections and the S&P 500® – Savos
How We Think About Elections and Investment Decisions – Litman Gregory
What History Tells Us About U.S. Presidential Elections and the Market – Dimensional
How Much Impact Does the President Have on Stocks? – Dimensional

U.S. Political Change: Sweeping or Incremental? – Capital Group / American Funds

Stocks Rally, but Still Face Hurdles – Nuveen
Volatility, the Vote and Taking the Long View – BlackRock

How Will Markets React to the 2020 U.S. Election? – JP Morgan

Election Uncertainty Looks Increasingly Certain – Capital Group / American Funds

A Consequential Election Weekly Commentary – BlackRock

SPDR® ETFs Election Chart Pack – State Street Global Advisors
U.S. 2020: The COVID Election – Part IV  – State Street Global Advisors
U.S. 2020: The COVID Election – Part III  – State Street Global Advisors
U.S. 2020: The COVID Election – Part II  – State Street Global Advisors
U.S. 2020: The COVID Election – Part I  – State Street Global Advisors
Election Uncertainty Abounds – Clark Capital
The Election Outcome and Its Impact on Financial Markets  – William Blair
U.S. Political Change: Sweeping or Incremental?  – Capital Group
Elections & Financial Markets: The State of the Race  – CIBC 
How Should Investors Think About the Upcoming Election's Impact on the Stock Market  – Beaumont 
2020 U.S. Elections: Uncertainty? Yes. Opportunities? Also Yes.  – Nuveen
Q&A: The Pandemic and Politics  – Neuberger Berman
Economic Outlook and Investment Strategy August 2020  – City National Rochdale

This report is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Investors seeking more information should contact their financial advisor. Financial advisors may seek more information by contacting AssetMark at 800-664-5345.


Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation. It is not possible to invest directly in an index.


For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact an AssetMark Consultant or Financial Advisor.

Jason Thomas is also Chief Executive Officer & Chief Investment Officer of Savos Investments, a division of AssetMark, Inc.


CFA® and Chartered Financial Analyst® are registered trademarks of CFA Institute.


AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and opinions.


©2020 AssetMark, Inc. All rights reserved.

100953 | C20-16499 | 08/2020 | EXP 08/31/2021