Money & Politics: 2025 and Beyond

An ongoing Resource for Resistance & Resilience

As we are seeing now more than ever: money is inherently political. How we move forward in this moment while staying aligned with our values is critical. There is a lot of political and financial noise, and we created this ongoing resource to help us all navigate the coming years. We’ve divided it into sections where you can easily find Financial Resources, suggestions for Taking Action, and Art & Poetry as Fuel.

Making Sense of the Noise: financial resources

look to the past for context: notes FROM OUR INVESTMENT COMMITTEE:

For as long as markets have existed, stock prices have endured the risk of world wars, regional conflicts, revolutions and countless other geopolitical events. Nearly a century of returns shows that stocks have trended upward and stocks have rewarded disciplined investors for decades, through both Democratic and Republican presidencies.

The market tends to behave similarly regardless of the political party in power. We’ve shared graphs that show the market in relation to who’s in control of Congress and the White House—revisit these to help you keep the big picture in mind!

For specifics re: the new Administration, here are a few resources:

STAY FOCUSED ON YOUR PLAN

As always: diversification is your friend. While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. The most effective way to manage risk, whether geopolitical or otherwise, is broad diversification.

These are anxiety-inducing times! Fully acknowledge that. And as we tell our clients, it’s important to step back and consider the big picture, and use data-backed evidence to guide your decisions, not emotional reactions. Focus on what you can control: take a break from the news, take a walk, call a friend.

TAKING ACTION

Tools & Templates for Making Your Voice Heard:

• A Sample letter to a congressional representative by Edwin Battistella, a former Oregon Humanities board member

• How to Voice Your Support for the Humanities

• Find a local or virtual event and take action via Indivisible

Tools & Templates To Guide Your Giving:

• Political Giving Workbook for Progressive Donors by Phīla Engaged Giving

• Consider a Donor-in-Movement Fund through Seeding Justice

wise words from our founder & Ceo georgia lee hussey:

Georgia discusses how you can use the 5 Pillars of Wealth

Georgia’s thoughts on hearing the signal through the noise

Art & Poetry as fuel

• Poems of Protest, Resistance, and Empowerment from the Poetry Foundation

• “Protest Shapes The World” an essay by Rebecca Solnit in The Guardian on the power of collective action

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For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party sources, which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio nor do indices represent results of actual trading. Total return includes reinvestment of dividends and capital gains. Mentions of securities are to demonstrate passive funds versus active funds, and low-cost funds. The mentions of specific securities should not be construed as recommendations of securities. Performance is historical and past performance is not an indication of future results. By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements, or representations whatsoever by us regarding third-party websites. We are not responsible for the content, availability, or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them. The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth® or Buckingham Strategic Partners®, collectively Buckingham Wealth Partners. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article. R-24-6678

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For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article.

© 2022 Buckingham Wealth Partners. Buckingham Strategic Wealth, LLC, & Buckingham Strategic Partners, LLC (Collectively, Buckingham Wealth Partners). R-22-4113

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

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