Webinar Recording and Slides
Investor Update - Top Takeaways for 2020 - Webinar
A recording of our November 17th event, Investor Update - Top Takeaways for 2020. Our Wealth Advisors reviewed the markets through Q3 and what they are watching in the coming months.
If you are worried about how the upcoming national election or pending coronavirus legislation might affect the markets, you're not alone. In uncertain times like these, it can be easy to let fear guide your decision-making.
Instead, we hope that the information Jeff covered in Election-Year Politics and the Markets will help you be informed and empowered as you head to the polls, and stay focused on your long-term plan as you make decisions about your financial plan.
In addition to his insights about the upcoming national election and how the results might affect the overall markets, Washington insider Jeff Bush, from the Washington Update, addressed:
- Coronavirus legislation
- The U.S. fiscal situation
- U.S.-China relations
To our clients – if you have any questions or concerns about your personal situation please let us know. We are here for you and will continue to do our part to keep you informed and connected.
If you’re not a client - We’d be honored to have the chance to meet with you. The Cornerstone Experience, our multi-step financial-planning process, takes you through the steps to create a personalized, realistic plan that fits YOU. Working through the process and using the tools, we can help you answer questions like, "When can I retire?" and "Am I invested appropriately?" If you have been thinking about getting together with someone, or if you’d like a second look at your current plan, please
call us at 605-357-8553 or email firstname.lastname@example.org.
Or, if you would like a copy of just the slides only, click the link below to download a pdf.
About Jeff Bush
Jeff Bush collaborates with Andy Friedman to develop content for The Washington Update, and delivers that content in insightful and lively presentations. Known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for investors, Jeff does more than 200 presentations 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 and POTUS Sirius/XM Radio and was the youngest managing partner in the 150-year history of The New England Financial.
Raymond James is not affiliated with and does not endorse Jeff Bush or The Washington Update. Links are being provided for information purposes only. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.