A dynamic speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for financial advisors, business owners, executives and high net worth investors.
Jeff presents more than 200 times yearly in the US and abroad to a who’s who list of fortune 500 firms and their clients from Wall Street to Main Street and everywhere in between.
Jeff frequently appears on CNBC’s Nightly Business Report and POTUS Sirius/XM Radio. He is featured often in industry publications such as Investment News.
Jeff has shared the stage with many notables, including Vice Chairman of the Federal Reserve Stanley Fischer; former Senior CNBC Analyst Ron Insana; Wealth Track host Consuelo Mack; Morgan Stanley CIO Jeffrey Applegate; Putnam President and CEO Robert Reynolds; and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.
Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.
Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.
Jeff Bush consults executive teams, business owners, and high-income individuals to prepare their organizations to succeed in the ever-evolving marketplace proactively. Jeff speaks on the following topics:
-A nonpartisan analysis of the current political environment
-Election analysis and its impact on the business environment
Dynamic. Informative. Insightful. Thought Provoking. Passionate. Timely. Impartial. These are some of the words used to describe Jeff Bush’s unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. He simplifies this information for his audience and provides practical and usable takeaways that they can implement in their businesses.
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, taxation, fiscal policy, foreign relations, infrastructure, immigration, individual rights, and others.
In addition to these substantive issues, the election could act as a referendum on the incumbent’s personality and performance. The House impeachment inquiry only adds to that dynamic.
Although the election run-up will overhang the upcoming year’s events, Washington still must address the country’s business. Congress will seek to fund the federal agencies; continue oversight of companies in the technology, financial services, and other sectors; and pass legislation expanding the ability of workers to save for retirement. At the same time, the president will continue to pursue a trade policy of imposing tariffs and negotiating favorable trade agreements.
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 result and the markets’ reaction. Their presentation also delves into the market effects of the House impeachment inquiry. Finally, they analyze and predict the outcomes and consequences of substantive matters – such as trade – that Congress and the president are likely 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.