A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s NONPARTISAN experts on all things Washington.
In the 2012 presidential election, Jeff accurately predicted the outcome 14 months in advance as well as predicting the republican sweep in Congress in 2014. Jeff also predicted the fiscal cliff outcome that lead to the single largest tax increase in dollar terms in US history. In the 2016 congressional elections, Jeff predicted Senate control would follow the White House. Most recently, Jeff accurately predicted the Democrat takeover of the House of Representatives and the Republicans continued majority in the Senate in the 2018 mid-term elections. This advice gave investors and their professional advisors and an opportunity to prepare for the political changes that would impact their bottom line.
Jeff presents more than 200 times 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 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.
You may have seen Jeff on CNBC’s Nightly Business Report or heard him on POTUS XM radio. But today we have Jeff here with us. He is considered Wall Street’s Washington insider and, politically speaking, Jeff is known for being America’s foremost equal opportunity offender.
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.
