an outlook in five parts

election 2016

It’s election season, and that means the campaigns and the rhetoric are heating up. But what exactly will the election mean for investors, savers, business owners and retirees? This five-part series explores the major issues on the line this November, and how the election may affect you in the coming months and years.

What the 2016 Election Means for Retirement Planning

This article explores how the 2016 election may affect: Social Security, Medicare, 401(k)s, IRAs, or other tax-advantaged savings plans with a special section for business owners.

Retirement Planning

What the 2016 Election Means for The Economy, Entrepreneurship and Jobs

This article looks at how the new President and Congress may approach government stimulus, regulations and trade agreements that affect business owners. It will also include a section on the impact that immigration and other policies have on employment.


What the 2016 Election Means for Investing and the Markets

This article takes a historical look at how different asset classes traditionally respond to changes in the executive branch, as well as the ways markets traditionally respond when the executive and legislative branches belong to the same party, versus when they’re split.


What the 2016 Election Means for Taxes

This article examines specific taxes that have been under debate in Washington, and could go up or down with a shift in the balance of power. It also explores some of the debates that inform taxation, such as the ongoing debate over the federal debt ceiling.


What the 2016 Election Means for The Next Generation

This article looks at how the incoming president and Congress address issues like standardized testing, the skyrocketing cost of a college education, and early childhood education. Looking farther down the road, while still close to home, the next generation will also be affected by the estate tax, and by a handful of policies and bills that could affect the estate-planning landscape.

Next Generation