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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

As 2018 begins, investors and businesses are digesting the consequences and nuances of the sweeping Tax Cuts and Jobs Act, passed by Congress at the end of 2017.  At the same time, the Trump administration and Republican leadership are readying a number of new initiatives, including instituting a national infrastructure repair program, reducing the scope of the Affordable Care Act, enhancing immigration restrictions, re-prioritizing federal spending, reforming welfare, entitlements, and social “safety net” programs, and continuing the rollback of industry-specific regulations.

Hanging over these efforts are the 2018 midterm elections and the expected release of the Mueller report on possible malfeasance by the Trump campaign, both of which have the potential to alter the administration’s ability to implement its programs.

Andy Friedman and Jeff Bush, experts in political and legislative affairs, will address all of these matters in their 2018 presentations. They will focus on the portions of the Tax Cuts and Jobs Act of particular importance to business owners, investors, and financial advisors, pointing out which individual situations and economic sectors are likely to fare well, or poorly, under the legislation.  They will consider the extent to which Congress will adopt the President’s legislative initiatives, and how those initiatives are likely to affect the economy, the markets, industry sectors, and investments.  And they will consider how the outcomes of the Mueller investigation and the 2018 elections may alter the administration’s ability to implement its far-reaching policies.

Andy and Jeff also will discuss the extent to which the administration is likely to overturn or soften regulatory initiatives, including the controversial Department of Labor regulation imposing new fiduciary obligations on financial advisors.

Along the way, Andy and Jeff will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility arising as these initiatives progress, including specific strategies for investment, wealth transfer, and retirement planning.

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