Jeff Bush
The Washington Update
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Jeff Bush
Biography
Jeff Bush consults executive teams, business owners, and high income individuals to proactively prepare their organizations to succeed in the ever evolving market place. Jeff speaks on the following topics:
A nonpartisan analysis of the current political environment
The implication of the 2016 election and its impact on business/taxes
The Affordable Care Act and how it affects business owners and retirees
Tax reform status and its proposed changes
The implications of the U.S. fiscal environment and how it impacts the future
" Advisors and end clients loved him! Since yesterday, I have received four requests from advisors that would like to use Jeff for client seminars The team also told me that we should see a few more million into our funds." -D. Drew, Fred Alger & Company, Incorporated
"Your presentation brought value to our clients, reinforced our existing client relationships and is already acting as a springboard for increasing our affluent client acquisition." -L.K., Sun Trust Investment Services
Dynamic. Informative. Insightful. Thought Provoking. Passionate. Timely. Impartial. These are some of the words used to describe Jeff Bush's unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. He simplifies this information for his audience and provides practical and usable takeaways that they can implement in their businesses.
The Washington Update
As a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand United States politics, Jeff
Does more than 200 presentations yearly in the US and abroad.
Has a client base that includes Merrill Lynch, Nationwide Financial, Fred Alger & Company, Edwards Jones, Ameriprise Financial, LPL, Raymond James, Sun Trust, US Trust, Eaton Vance, Prudential, Transamerica, MetLife, Lincoln Financial Group and many others.
Is best known as a keynote speaker, but has been included on panels alongside such notable presenters as former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Nationwide Financial Chief Investment Officer Jeffrey Applegate; Putnam Investments Chief Executive Officer Bob Reynolds; Eric Stein, Eaton Vance Co-Director of Global Fixed Income and Portfolio Manager; J.P. Morgan Funds Chief Global Strategist Dr. David Kelly; Ron Insana, reporter for Market Score Board Report and former CNBC Senior Analyst; and, Dr. Quincy Krosby, Prudential Annuities Chief Market Strategist.
Has been featured in Investment News and as an analyst on POTUS Sirius/XM radio.
A Proven Industry Leader
Jeff is a 28-year veteran of the financial industry. He
was responsible for serving 7,500 financial advisors in the western United States by providing creative investment strategies and effective risk mitigation approaches during a 10-year career at Merrill Lynch.
Was managing a $50+ billion business by the end of his Wall Street career.
was the youngest managing partner in the 150-year history of New England Financial, an investment and tax risk consulting firm.
began his career at Principal Financial Group where he handled complex underwriting issues before moving into the areas of research and development.
is the recipient of numerous national awards for his leadership, sales and business growth.
Educated and Civic Minded
An Eagle Scout and licensed pilot, Jeff holds a Bachelor of Science degree in Business Administration/Management with emphasis in accounting and philosophy from William Jewell College. He is:
a founding member of the Tulsa Air and Space Museum where he served on the board of directors and as vice president of education.
a board member of STARBASE, OK, an educational outreach program for the Air National Guard that serves at-risk elementary school children in a three-state radius.
an alumni member of the Financial Advisory Network for the Experimental Aircraft Association.
Jeff Bush
Featured Videos
Jeff Bush
Featured Keynote Program
The Washington Update
In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington DC legislation and regulation affecting investors, financial advisors, and business leaders built on his 30+ years of experience in the financial services and political analysis industries.
After a flurry of legislation in 2022, we hit the doldrums in 2023. As he 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 timesensitive 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.
