Taxes & Politics: Understanding Legislative Changes, Market Volatility & Planning Opportunities
Political headlines, tax legislation, market volatility, and global events can create uncertainty for investors and families trying to plan for the future. In this educational recording from our live event in April, 2026, Pathfinder Associate Wealth Advisor, Alex Greer discusses the current economic and political landscape, key provisions of the One Big Beautiful Bill Act (OBBBA), market trends during election cycles, and planning considerations surrounding the newly introduced Trump Accounts.
This recording is designed to help investors better understand how policy changes and geopolitical events may impact financial planning decisions while reinforcing the importance of long-term planning and disciplined investing.
What You’ll Learn
- Historical market trends during presidential and midterm election cycles
- How geopolitical events and inflation pressures may affect markets and interest rates
- Key tax law updates included in the One Big Beautiful Bill Act (OBBBA)
- Changes to individual tax brackets, standard deductions, and estate tax exemptions
- Important details surrounding the new Trump Accounts for children
- How market volatility can impact investor behavior — and why long-term discipline matters
- Practical financial planning considerations for families, retirees, and investors
Watch the Recording
Watch the replay to gain insights into today’s evolving economic and legislative environment and how thoughtful financial planning can help you stay focused on your long-term goals. If you have questions about how these topics may relate to your personal financial situation, our team would be happy to connect with you.