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To help you better understand the potential impact on your plan, we’re delivering our leading experts’ latest analysis on policy and economic implications behind this year’s election. Take a deep dive into the latest economic, tax and financial policies that could influence your future strategy. Find out what you need to factor for, the trending changes that could impact your plan and what to expect in the short and long-term.

Economic & Market Research

Key Questions: Winter Update – Is it Safe to Reopen the Economy?

As President-elect Joe Biden recently introduced his economic team, he sought to assure the American people that "Help is on the way." While Biden was largely referring to economic assistance coming to those hardest hit by the pandemic, equally important in our view is that science and medical advances also have many believing that help is on the way.

December 2020
Economic & Market Research

Key Questions: What Will Joe Do?

Well, it’s over. Almost. The largest (with respect to turnout), most expensive, and arguably the most contentious election in our country’s history appears to have ended.

November 2020
Election

2020 Year-End Planning: Identifying Tax and Financial Planning Opportunities

In this special podcast, Joe Velkos, Tax Trust Director with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning.

Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19.

November 2020
Economic & Market Research

Key Questions: Are You Better Off Than You Were Four Years Ago?

Many of us who are old enough remember Ronald Reagan’s 1980 presidential victory over incumbent Jimmy Carter as a landslide: He won 489 electoral votes to Carter’s 49, the third-most decisive outcome in our country’s history (excluding George Washington’s uncontested election). Yet few of us may recall how close the election actually was. And perhaps the outcome would have been different had it not been for one key question that Reagan posed during the final presidential debate.

November 2020
Election

Key Wealth Matters Podcast: Finding Portfolio Yield and Value in Times of Volatility

Market volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic. With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies.

Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health and safety—but are these areas sustainable over the long term?

October 2020
Election

Key Wealth Matters Podcast: Estate and Tax Planning Strategies in an Election Year

It’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes.

October 2020
Economic & Market Research

Key Questions: What Happens If...?

In political parlance, an "October surprise" is a headline-grabbing event that has the potential to influence the outcome of an election. Because many of the most prominent elections occur in early November, such events that take place in October are seen as "scrambling the political calculus just as the stakes are at their highest," according to one political observer.

October 2020
Election

2020 Presidential Election: Where Do the Presidential Candidates Stand on Taxes?

Tax policy is almost always an important topic in presidential elections, and 2020 is no exception.

September 2020
Economic & Market Research

Key Questions: What’s the Electoral College and What’s at Stake?

The ongoing COVID-19 pandemic and its economic impact, civil unrest and the growing civic divide are all coinciding with this pivotal election. Moreover, not only is the presidency hotly contested, but it also looks increasingly likely that the control of the Senate is in play as well.

September 2020
Economic & Market Research

Key Questions: How Will the Election Affect the Economy?

Higher taxes are not assured, and interest rates are likely to remain low. But changes elsewhere create both risks and opportunities.

August 2020
Economic & Market Research

Key Questions: Will the Presidential Election Be Delayed?

It would not be an exaggeration to say that the United States was in a state of disarray following the Civil War. Economic booms and busts ensued all too frequently due, in large part, to a series of missteps to reunite the nation.

August 2020