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December 16, 2024 Investor Insights Thumbnail

December 16, 2024 Investor Insights

Investor Insights

Aging Demographics & Healthcare

December 16, 2024

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

 

  • Entering December, the S&P 500 was up over 20% in this presidential election year. Historically, this happened in four other election years (1928, 1936, 1980, 1996), and in three of those (1936, 1980, 1996), the index fell in December, averaging a 2% decline. *1
  • By 2030, 20% of the U.S. population will be 65+ (up from just 12% in 1985). This is impactful because healthcare spending for this group is 3x higher than for those under 65. This is one reason why the U.S. spends around 18% of GDP on healthcare alone. 2
  • Rental costs rose 4.4% in the 12 months through November, nearly double the inflation rate, and have climbed 26% since January 2020. This is one reason why, in 2022, homeowners had nearly 40 times the net worth of renters. 3
  • Since 2009, non-U.S. stock (MSCI index) has outperformed the S&P 500 only twice. This year, while the S&P 500 surged 26%, the MSCI index rose just 3%. If that trend holds, it would mark the largest performance gap in nearly 30 years. 4

Sources:

  1. MFS - "Beyond the News"
  2. A Wealth of Common Sense - "Animal Spirits: The Bears Capitulate"
  3. Barrons - "Home Prices Aren’t the Only Thing Stopping Millennials From Buying Real Estate. What’s Really Worrying Them."
  4. WSJ - "A Quarter of Your Retirement Fund Just Isn’t Keeping Up"Save Post

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

Glen Eagle Advisors, LLC is a SEC Registered Investment Advisor 

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