Public Policy
CE Credit: Politics in 2021: New President, New Congress, New Vaccine
Overview of how the US political landscape has changed as a result of the 2020 elections and what it could mean for today’s financial professional in relation to retirement planning, investment allocation, and wealth transfer strategy considerations.
Financially Relevant Factors: ESG Investing for Retirement
Retirement plan advisor specializing in sustainable investing discusses fiduciary responsibility and the benefits of using ESG investments in 401(k) plans.
Policy & Politics: Infrastructure and the Path Ahead
Details, dilemmas, and timing of President Biden’s $4 trillion infrastructure plans and tax hikes are covered by our DC-based government affairs specialist.
Policy & Politics: Paving the Way for Infrastructure via Taxes
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Biden and the Paris Agreement: What Rejoining Could Mean for Investors
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?
As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.
Post-Crisis Washington: How Might Politics Inform New Legislation?
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Housing Finance Reform and the Biden White House: What’s Next?
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
View from Washington: US Foreign Policy under President Biden
Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.
Under New Management in a Fast-Changing World
Perspective on how investors may benefit from macroeconomic trends and changing US government policies related to social inequality and climate change.
View from Washington: The Transition from Trump to Biden
A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.
Making Sense of the 2020 Elections: What Happened – and What’s Next?
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
Election 2020: Record Turnout, Razor-Thin Results, What Now?
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
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.
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.
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.
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.
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.