Elephant Wealth

📍 Exciting News — Elephant Wealth Has a New Office!

I’m pleased to announce that the Elephant Wealth office has relocated to the Financial Center at 2701 Johnson Street.

This new location provides a professional and welcoming environment where we can continue helping individuals, families, and business owners pursue their financial goals with confidence.

I look forward to welcoming both current and future clients to our new office. Feel free to contact me to schedule your next appointment to come by to check it out. :)

Thank you for your continued trust and support as Elephant Wealth continues to grow!📈

🐘 Elephant Wealth📊
📍 The Financial Center on Johnson Street

📊 **HOW DOES THE STOCK MARKET TYPICALLY PERFORM DURING THE 4-YEAR PRESIDENTIAL ELECTION CYCLE? 🇺🇸**

Politics may dominate the headlines, but history shows an interesting pattern in the stock market depending on **where we are in the presidential election cycle.**

Looking at historical S&P 500 performance since 1950:

🔵 **YEAR 1 — Post-Election Year**
Average Return: **+8.3%**

🔴 **YEAR 2 — Midterm Election Year**
Average Return: **+3.4%**
Historically the **WEAKEST** year of the cycle.

🟢 **YEAR 3 — Pre-Election Year**
Average Return: **+14.7%**
Historically the **STRONGEST** year of the cycle.

🟡 **YEAR 4 — Presidential Election Year**
Average Return: **+9.1%**

📈 **THE HISTORICAL PATTERN**

Year 1 ➡️ +8.3%
Year 2 ➡️ +3.4% 🔻
Year 3 ➡️ +14.7% 🚀
Year 4 ➡️ +9.1%

So where are we today?

📅 **2026 is Year 2 — the midterm election year.**

Historically, midterm years have produced lower average returns and greater market volatility. But here's where things get interesting...

The year following the midterms — **Year 3 — has historically been the strongest year of the entire presidential cycle.**

Of course, election cycles don't determine what the market will do. Corporate earnings, interest rates, inflation, economic growth, valuations and geopolitical events can have a much greater impact on investment returns.

The takeaway isn't to try to time the market based on an election.

It's to understand where we are in the historical market cycle — and make sure your financial plan and investment strategy are prepared for what may come next.

🐘 **Elephant Wealth**
**Plan for today. Prepare for tomorrow.**

*Source: Fidelity Investments election-cycle analysis using historical S&P 500 data from 1950–2023. Past performance does not guarantee future results. This information is for educational purposes only and should not be considered individualized investment advice.*

Today is a day to celebrate America. 🇺🇲
Land of the free because of the brave.
Happy Birthday America!

I've received quite a few calls and emails about the Trump Child Investment Account (530A account)
Here you go. I can help.

Thank you for another year to be able to serve our clients with the highest quality service. We will never take it for granted. 🙌📈

There's a 90.8% probability an interest rate cut of .25% - .50% bps will happen on Sept 17th.
Here are my thoughts.

Global Portfolio Strategy | September Fed Rate Cut Is Probably a Lock as Job Growth Slows U.S. equities rose in August, led by small caps and supported by expectations of Federal Reserve rate cuts amid weak labor data and dovish policy signals. While volatility may increase in September, LPL Research advises maintaining a neutral stance on U.S. equities and core bonds, favoring large cap...

September is historically a down month for the equities market.
Here's a short article outlining my thoughts.

Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025 The Federal Reserve is poised to cut interest rates amid a slowing labor market and receding inflation risks, with markets responding positively and corporate earnings continuing to impress, particularly in the tech sector. Despite potential risks such as tariffs and seasonal market weakness in Sept...

I've been asked quite a few times about why I chose Elephant Wealth as the name for my firm. An elephant in the investment world is an investor that moves markets, an investor larger than a whale. But here's a summary of the personality of an elephant.

An elephant personality carries a natural air of calm authority and regal presence, embodying confidence in every deliberate movement. It exudes a spiritual dignity, moving through life with few obstacles able to hold it back. Known for its imposing stature, it inspires respect—the lion and crocodile personalities metaphorically steer clear in its presence.

Although generally composed, the elephant's personality can unleash formidable strength when provoked, demonstrating a temper both slow to ignite and powerful when it does. Driven by unwavering focus, once its mind is made up, it pursues objectives with steadfast resolve until they are achieved. Their high intelligence and strategic thinking make them effective communicators and capable long-term planners. Their honesty and straightforwardness foster trust, as they make their feelings and intentions clear. They thrive in leadership roles—often as executives, judges, or political figures—where calm resolve meets principled action.

In professional arenas, they typically avoid flashy displays of wealth even when successful, favoring quiet dignity instead. Elephant personalities tend to value the arts and intellectual pursuits, with particular passion for history, psychology, and music. Relationships with them are deeply emotional and protective—rounded by intense loyalty and strong connection. They are sentimental about the past and honor emotional bonds and lessons learned over time. Socially, they resemble the matriarchal herds of the wild—valuing community, empathy, and interdependence.

Their emotional intelligence allows them to sense and support those around them, acting as natural guides and caregivers. Overall, the elephant personality is defined by majestic composure, unwavering integrity, compassionate leadership, and resilient strength—calm yet commanding in every sense.
(https://animalinyou.com/animals/elephant/)

Elephant Wealth offers Guided Wealth Portfolios for individuals who prefer a more digital experience. Investment models are built by research using exchange-traded funds (ETFs), each designed to help investors work towards specific goals, including:

Retirement - Major Purchases - General Investing

This is a digital, low-minimum investment platform that combines valuable advice with an online investor experience.
Give Elephant Wealth a call to inquire about Guided Wealth Portfolios to see if it's right for you. :)

Guided Wealth Portfolios

Entrepreneurship is the backbone of the world. It's the main component of the IRS tax code, and foundation of the stock market.

If you're needing assistance with opening a LLC or other structure, I can help. We can review Articles of Incorporation, Operating Agreements, Employer Identification Number, and bookkeeping to give clarity on proper systems of a business.

Elephant Wealth
Elephant Tax
Elephant Insurance