A dynamic and insightful speaker, Jeff Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics.
Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. While best known as a keynote speaker, Jeff has shared the stage with many notables including former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Morgan Stanley Smith Barney Chief Investment Officer Jeffrey Applegate; Ron Insana, reporter for Market Score Board and former CNBC Senior Analyst.
Jeff is a 27-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisors, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.
Jeff holds a Bachelor of Science degree in Business Administration and Management with emphasis in accounting and philosophy from William Jewell College.
Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.
Eclectic reading today We know the economy is growing, but are all citizen's participating? ow.ly/US8m50uoUmC City populations are growing more slowly vs. previous years. ow.ly/Px8550uoUmD Senate not passing a lot of bills, frustrating some. ow.ly/zOBR50uoUmB
Great news! SECURE Act passed by the House! Senate will hopefully take up and pass RESA, a companion bill. The bills enhance savings options for retirement but curtails stretch IRA options. Also adds flexibility for 529 plans. ow.ly/MrRE50unUkk ow.ly/gGux50unUkl
US/China trade war's focus is technology. ow.ly/LusM50unBtL China responds it wants to talk about trade, but not tech. ow.ly/QMDI50unBtM Meanwhile US says tariffs on final $300B of imports are at least a month away. ow.ly/DnLS50unBtO
The headline says it all, "Threat of impeachment takes oxygen out of 2019 agenda" It was a rough day yesterday in DC. ow.ly/e9NR50unBKi Also, Mnuchin testifies about debt ceiling. Highlights what we've been saying around potential mkt volatility. ow.ly/yLxJ50unBKf
Medicare For All hearings 2day UMass completed analysis, saves money: ow.ly/BofD50umvuS CBO report suggests it could be disruptive & challenging to implement: ow.ly/pAVh50umvuX M4A plan actually more generous than other countries offerings: ow.ly/L49p50umvuQ