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

Washington is focused on helping individuals afflicted by the coronavirus and providing fiscal stimulus to restart an economy that has been devastated by the virus’s effects. Toward those ends, Congress has enacted multiple pieces of complex legislation that have wide-ranging consequences for individuals, businesses, and the economy. More legislation is likely ahead.

The crisis could affect the results of a national election that is poised to mark an inflection point in our country’s future. The parties and candidates 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.

If the crisis passes before the election hits high gear, Congress will have additional items on its plate. Washington must 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 and foreign relations policy that encompasses imposing tariffs, negotiating new trade agreements, and pressuring allies and adversaries to accept the U.S. position on world affairs.

Andy Friedman and Jeff Bush have collaborated on a 2020 presentation that addresses all of these issues. They explain the details of the coronavirus legislation, including how it affects individuals, small businesses, and industries. They also consider the legislation’s effect on other important concerns, such as the U.S. fiscal situation, U.S.-China relations, and the national election.

Andy and Jeff will share their insights on the 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 poised to address once the virus crisis passes.

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.

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