In the first of this two-part series, WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano and Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy. We’ll review similar moments in history, and how investors have reacted to increases in the past. And, we’ll discuss if the Federal Government has the ability to reverse course. Join us for this insightful, interactive workshop.
Presenters
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Dave Spano, CFP® CEO Annex Wealth Management