A dynamic and insightful 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 business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.
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 frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.
While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, 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 managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial. Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.
• Non-Partisan analysis of what’s happening in DC through the lens of a 30+ year veteran of the financial services industry.
• May have seen on CNBC, PBS, or heard on the POTUS channel on Sirius/XM Radio.
• Shared the stage with many notables from Fed Chair and Vice Chairs Bernanke and Fischer to Robert Reynold, President, and CEO of Putnam Investments.
• Aviation enthusiast flies his own aircraft to speaking engagements around the country.
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.
In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington DC legislation and regulation affecting investors, financial advisors, and business leaders built on his 30+ years of experience in the financial services and political analysis industries. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Jeff informs audiences of the many opportunities and changes for retirement savers and retirees.
President Biden confronts a vastly different power dynamic starting the third year of his presidency. With the GOP takeover of the House of Representatives, Jeff expects a shift in President Biden’s focus away from significant social reform legislation in favor of regulation, executive orders, foreign affairs, and tactical, narrow bi-partisan legislation. The United States/China relationship will be a primary focus affecting markets in considerable ways, along with the ongoing war in Ukraine.
Several deadlines confront the split Congress in 2023. A threat to the debt ceiling this Summer or inaction on a budget agreement by the end of September could generate significant market volatility for investors, like 2011’s fiscal cliff debate. Continued high inflation and possible recession will factor into any legislative action.
Republican control of the House of Representatives allows for broad investigatory authority across various issues, including COVID-19, Ukraine war funding, Hunter Biden, and more.
Overhanging these matters are the nascent 2024 elections. With former president Trump announcing his candidacy and many other GOP rivals considering a challenge for the nomination, Jeff expects a robust GOP race beginning this Spring. President Biden has yet to decide whether to run for a second term. Should he not run, there will be an equally dynamic contest for the Democrat nomination. Jeff will also predict the Congressional control outcome of the 2024 elections.
Within an investor’s financial planning window is the expiration of the Tax Cuts and Jobs Act. Jeff explains the time-sensitive opportunities in the code, the investor reality should it expire, and the likely tax reform outcomes resulting from the 2024 elections. Strategically, he explains how the country’s future tax and spending policy impacts business owners, executives, and savers.
Jeff’s unique insights help investors and financial advisors navigate the changing landscape emanating from the nation’s capital. His presentation includes specific investment, wealth transfer, and retirement planning strategies.