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Andy Friedman of The Washington UpdateThe Washington Update: An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning

In 2017, for the first time in eight years, a new administration will take over the White House. This election has the potential to be a turning point for the country. Will the nation shift left, right, middle, or in an entirely new direction? What will it take for a candidate to win the primaries? The general election? (The criteria are not the same.) How does income inequality – and the candidates’ disparate plans to address it – figure into the election equation?

The questions don’t end with the election. What sort of initiatives would the candidates, as president, undertake in the first year of office? What is the likelihood the new president will have the support of a Congressional majority to implement those initiatives? How would candidates’ plans for taxes, fiscal policy, and entitlement (Social Security and Medicare) reform affect investors, retirees, and the market generally? Can we finally achieve tax reform?

Of course, the need to pass legislation is not suspended just because it is an election year. How will Congress deal with pre-election deadlines to fund the government and allow the United States to continue to borrow, as well as the ongoing geopolitical issues?

For financial advisors there is another question: What effect will the Department of Labor fiduciary rules have with respect to IRA accounts, and how will those rules alter the way advisors do business?

The answers to these questions have the potential to roil the markets along the way. Andy Friedman and Jeff Bush, experts in political and legislative affairs, will provide those answers and keep you informed of their likely effect on investors. They also will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility and upcoming legislation, including specific strategies for investment, wealth transfer, and retirement planning.

To see an excerpt from Andy’s presentation, click here.

If you would like information about having Andy or Jeff address your business or professional gathering, please contact us by clicking here.