Two weeks from now, Joe Biden will become the 46th President of the United States, and the House and Senate majority will be held by Democrats. That balance of power sets the stage for potential changes to fiscal and tax policy in the coming years, and we’re paying attention to what that might mean for your financial plans now, and in the future. Although it’s impossible to predict exact outcomes, we know you probably have early questions on what planning possibilities may arise during Biden’s term, and what they mean for you.
On January 26 at 3:00 CST, we’ll continue the conversation we started in our post-election webcast in November. We will reconvene Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® and our Director of Advanced Planning Jeffrey Levine, CPA/PFS, CFP®. The conversation will touch on the economic environment, what we’re looking out for, and answer questions you submit when registering. All of this is to help give you perspective and peace of mind.