Current Overview: After a flurry of legislation in 2022, we hit the doldrums in 2023. As Jeff accurately predicted, Congress wrestled with increasing the debt ceiling, and the budget debate crowded out any significant legislation late in 2023 as politicians ramped up their 2024 campaign efforts.

Early in 2024, Congress continues its struggle to pass a budget bill. To get this done, elements of funding for Israel, Ukraine, and Taiwan will have to pair with significant border security compromises by the White House. Jeff expects to see some narrow bi-partisan bills pass in 2024. These narrow bills are associated with leaving voters the appearance of a functioning government. The United States/China relationship will continue as a primary focus for regulators and legislators, affecting industries and markets considerably.

Jeff predicts continued market volatility as Congress struggles with its basic budgeting function. There will be a more intentional focus on fiscal policy ahead of the 2024 election. This attuned focus will shade any legislative negotiations as our current fiscal situation is untenable. His presentation gives audiences a fuller understanding of this complex issue, including prospects for Social Security reform.

Republican control of the House of Representatives allows for continued investigatory authority across various issues, including border security failings, Ukraine war funding, Hunter Biden, Biden impeachment, and more.

The 2024 elections are the lens by which both parties will frame their efforts this year. Given that reality, Jeff breaks down the 2024 elections for the White House, Senate, and House of Representatives. Jeff suggests that the 2024 presidential election is the most interesting race in modern history, with more than a handful of non-traditional candidates and parties vying for the White House, and seemingly an electorate eager to hear from them. With President Biden running for a second term and drawing little challenge, the Democratic nomination is all but certain. President Trump continues to dominate the GOP primary despite or because of, his legal challenges. Jeff breaks down the elections and provides an analysis to his audiences in his unique and entertaining style.

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. With a tax bill all but inevitable in 2025, 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.