Donald Trump has been elected as the 47th President of the United States. While we are not a political channel or politically driven investors, we are addressing this event due to its significant impact on the market.

While presidential elections certainly matter, shifts in Congress can often have an even greater effect on market dynamics. Trump’s proposed spending plan is aggressive and could support growth, though the potential for tariffs to create an “inflation tax” is something to watch closely.

The initial “election stock rally” can feel like a knee-jerk reaction and promote spontaneous action. It’s important to remember not to confuse politics with investing. While many news outlets may suggest rebalancing portfolios or making drastic changes, history shows that staying the course often works best during election cycles. It’s fine to make adjustments if needed—just don’t let fear drive your decisions.