Washington to Wall Street

Description

Bill Cass and Chris Galipeau will review key financial issues that investors are facing following the 2024 Presidential election, including the pending expiration of the tax code, rising federal spending and debt, and the uncertain future for programs such as Social Security and Medicare. They will discuss their thoughts and outlook on markets and review strategic planning opportunities to consider right now to hedge the risk of higher taxes in the future.

Learning Objectives

• You will learn to understand the current political landscape by gaining insights into the present political environment and its potential economic implications. • You will learn to analyze the impact of financial markets by exploring how political factors influence market trends and investor strategies. • Learn about recent policy updates affecting retirement planning. • Understand how past elections have influenced financial markets and apply lessons to future planning.