The 2026 Midterms and Your Portfolio: What History Says to Do (and Not Do)

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Should the upcoming midterm elections change how you invest? Political uncertainty can make investors nervous, but history tells a different story about how markets respond to election cycles. Anthony examines decades of market performance and explains why trying to predict political winners and losers can be a costly mistake.

Here’s some of what we discuss in this episode:

📊 Historical Market Trends: What decades of election data reveal

🗳️ Politics vs. Performance: How markets respond across administrations

⚠️ Market Timing Risks: Why predicting sector winners is difficult

💼 Portfolio Discipline: Avoiding emotionally driven investment decisions

📅 Year-End Planning: Rebalancing, taxes, and Roth conversions

0:00 – Intro

1:35 – What historical midterm returns reveal

3:33 – Stock market performance across presidencies

5:04 – What investors should actually do before the election

5:56 – Portfolio rebalancing and year-end tax planning