By the end of his career on Wall Street, he managed a $50+ billion sales organization. Jeff is a 30+ year veteran of the financial industry.
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 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. 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. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.
CONSUELO MACK WEALTH TRACKER UPDATE
The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. into winning growth strategies for business owners, executives, and high-net-worth investors. In addition to these insights, their presentation will provide 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.Ī 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. Finally, they will analyze and predict the outcomes and consequences of the substantive matters - such as trade - that Congress and the president are likely to undertake in the coming year. The presentation also will delve into the market effects of the House impeachment inquiry. This discussion will provide a unique analysis of the factors likely to influence the result and the related market effects. They will share their insights on the upcoming election, from the Democratic primaries and nomination through the election of the president, House, and Senate in November. At the same time, the president will continue to pursue a trade policy of imposing tariffs and negotiating favorable trade agreements.Īndy Friedman and Jeff Bush will collaborate on a 2020 presentation that will address all of these issues. 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. The House impeachment inquiry only adds to that dynamic.Īlthough the election run-up will overhang the upcoming year’s events, Washington still must address the country’s business. In addition to these substantive issues, the election could act as a referendum on the incumbent’s personality and performance. 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. The parties offer starkly different views on issues that will define American policy for years to come.
The 2020 election is poised to mark an inflection point in our country's future. An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning
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