4 in 10 Investors Have Changed Their Retirement Savings or Portfolio Ahead of 2026 Midterm Elections
Key Highlights
- ➤40% of investors changed retirement savings or portfolios ahead of midterms
- ➤75% of investors say election outcomes could meaningfully affect long-term financial plans
- ➤Gen Z portfolio changes reached 72%, versus 17% for Baby Boomers
- ➤63% of advisors recommend not changing investment strategies during election years
- ➤90% of advisors increased focus on tax-efficient retirement income solutions
Expert Statements
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“Political anxiety isn't emerging in a vacuum; it's colliding with an economy that already has investors on edge from ongoing inflation and rising interest rates,”
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“As a result, we're seeing some investors move from concern to action, whether that means adjusting portfolios or seeking out strategies they believe will perform better in today's uncertainty. However, history tells us that, while election results may contribute to volatility, they typically have little impact on long-term investment outcomes , regardless of which party gains or loses power.”
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“People typically have strong feelings about politics, and there's nothing wrong with that. However, it's important to recognize the influence political views can have on the decisions we make, including how we invest money for the future,”
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“This is a critical topic for financial advisors to address, helping clients avoid emotional decision-making and stay focused on the fundamental drivers of investment performance instead.”
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“As we approach this year's midterms, both sides of the aisle continue to inundate voters with noise. In environments like this, it's more important than ever for advisors to reinforce sticking to long-term plans,”
Mark Hackett, Chief market strategist for Nationwide's Investment Management Group
“Advisors can use this time to discuss solutions such as annuities that may help reduce market-related concerns while providing a source of guaranteed retirement income, regardless of how the political landscape evolves.”
4 in 10 Investors Have Changed Their Retirement Savings or Portfolio Ahead of 2026 Midterm Elections PR Newswire
Three fourths of advisors agree that this election environment is more disruptive to client planning than prior cycles as they urge clients to stay focused on long-term goals
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