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Public Policy
Will the 2020 Presidential Election Results Be Litigated?
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Plan Sponsor Views: DOL Proposal on ESG in Retirement Plans
A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.
Washington Conversation: Election 2020 Approaches Its Apex
As Election Day grows near, VP of Government Relations Susan Olson talks with two Washington insiders about the candidates, the campaigns, and the issues.
Lessons in Leadership
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card
View from Washington: A Supreme Court Seat Enters the Election Fray
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
What Might a Biden Tax Plan Mean for Investors?
A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Sizing Up Further Federal COVID-19 Aid
The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.
Ins & Outs: Proposed DOL Rule on ESG in Retirement Plans
What the proposed rule for ERISA plans could mean for ESG investment selection is discussed with employer-sponsored retirement plan expert Bradford Campbell.
The Pandemic, Federal Aid, and Healthcare: Finding a Way Forward
Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.
Election 2020: The Policy Implications of Pandemic Politics
Discussing the COVID-19 election, including changed campaign dynamics, top issues, and early polling indicators.
Election 2020: Coronavirus and the Politics of Federal Aid
US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.
View from Washington: How Might COVID-19 Impact Election Season?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee
Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.
View from Washington: Markets, COVID-19 and the Federal Response
VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.
Election 2020: Discussing the Path Forward for Democrats
Bob Marsh of OB-C Group discusses what went wrong in Iowa, Trump’s re-election prospects, and how presidential nomination favorites can be fleeting.
The SECURE Act and Retirement: What Investors Should Know
A review of regulatory changes now in effect and how portfolio and retirement plans might be affected.
US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact
A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.
What Investors Should Know About Housing Finance Reform
A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.
From the Summit: Can the Multilateral Trading System Survive (and How)?
A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.
From the Summit: Law and Order on the AI Frontier
Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.
From the Summit: The Power of Migration and Demography
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
From the Summit: The Future of Europe
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
From the Summit: Ten Years After the Crisis: The Fallout and the Future
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
The Fiduciary Standard: Where Are We Now?
The DOL’s Fiduciary Rule is gone. Will a new standard of care take its place? Ira Hammerman of SIMFA updates us on the latest news and legislation pertaining to the broker/dealer fiduciary standard.
2018 Global Retirement Index
The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.