Arrange A Speech

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

The 2020 election is poised to mark an inflection point in our country’s future. The parties offer starkly different views on issues that will define American policy for years to come. The economy is paramount, but many of the country’s most contentious issues will be on the table, including trade, healthcare, taxes, foreign relations, immigration, individual rights, and many others. In addition to these substantive areas, the election could act as a referendum on the incumbent’s personality and performance.

Although the election run-up will overhang the year’s events, Washington still must address the country’s business. Congress will determine funding levels for the federal agencies; consider new tax changes; work to shore up the nation’s infrastructure; and maintain oversight of companies in the technology, financial services, pharmaceutical, and other sectors. At the same time, the president will continue to pursue a trade policy of imposing tariffs and negotiating new trade agreements.

Jeff Bush at the Service and Sales Conference 2019

Andy Friedman and Jeff Bush have collaborated on a 2020 presentation that addresses all of these issues. They share their insights on the upcoming election, from the Democratic primaries and nomination through the election of the president, House, and Senate in November. Their discussion provides a unique analysis of the factors likely to influence the election result, as well as the markets’ likely reaction. Finally, they analyze and predict the outcomes and consequences of substantive matters – such as trade and taxes – that Congress and the president are expected to undertake in the coming year.

In addition to these insights, their presentation provides strategies that investors and financial advisors can consider to take advantage of (or protect against) market effects and volatility arising from Washington initiatives and the road to the election, as well as specific strategies for investment, wealth transfer, and retirement planning.

Arrange A Speech