Broker Check

Government Shutdown: What It Means for Social Security and Your Portfolio

October 09, 2025

As you’ve likely seen, the federal government shut down as of October 1, 2025. These episodes are frustrating and disruptive, but they’re not new, and history gives us a helpful perspective.

Below are the key points we want you to know.

1) Social Security Benefits: Near-term and Longer-term

  • Payments will continue. Social Security is mandatory spending, not part of the annual appropriations that shut down. The Social Security Administration follows a contingency plan that keeps benefits flowing even when parts of the government close. Some in-office services can slow or pause, but checks direct-deposited to you continue.1
  • Longer-term solvency is a separate issue. A shutdown doesn’t change the underlying Social Security trust fund math; that’s a legislative/actuarial problem, not a shutdown problem. Expect normal benefits now; any long-run changes (if Congress eventually enacts them) would come through separate legislation, not via a shutdown.2

2) What Past Shutdowns Did to the Stock Market

  • Historically, stock moves during shutdowns are modest—and often positive. Looking across shutdowns since the 1970s, the S&P 500 has been roughly flat on average during the shutdown window, with a slight tendency to rise rather than fall. In the 2013 16-day shutdown, the S&P 500 dipped about 2–3 percent at one point but finished the period up; during the 2018–2019 (35-day) shutdown, the S&P actually rose ~10 percent over the span. Past results don’t guarantee future outcomes. 3
  • Recoveries tend to be quick. Across shutdowns, the index has been higher a majority of the time 1–12 months later, with one study showing the S&P 500 was higher ~86 percent of the time a year later, averaging ~12–13 percent. Remember, past results don’t guarantee future outcomes.4

3) After the Recovery, Then What?

  • In cases where stocks fell during a shutdown and then recovered, markets often kept climbing alongside the broader economic and earnings backdrop. The 2013 and 2018–2019 episodes are good examples: after short-term volatility, indices moved to higher levels over the following months as investors refocused on fundamentals, interest-rate policy, and earnings. The same dynamic—policy noise vs. business results—tends to dominate once the headlines fade.

How We’re Positioned:

Our job is to separate the signal from noise. Shutdowns can delay data releases and create short-term volatility, but they have not historically been a reason to rethink a long-term strategy. If this stretches on and new facts change the outlook, we might need to review our outlook.

If you have questions, we’re here for you. 

Disclosures:

Stocks are measured by the Standard & Poor's 500 (S&P 500) Composite Index, which is an unmanaged index considered to be representative of the overall U.S. stock market. Index performance is not indicative of the past performance of a particular investment. Individuals cannot invest directly in an index.

  1. SSA.gov, 2025  
  2. CRFB.org, March 14, 2025
  3. Kiplinger.com, 2025
  4. Bloomberg.com, September 30, 2025