Wednesday, March 20, 2024
3:15 p.m. CT / 4:15 p.m. ET
The political rhetoric from both parties can be more emotional than logical, which may influence investor behavior and financial decision-making.
To help address client concerns while planning effective retirement strategies, we invite you to join us for a discussion with Invesco global market strategist, Brian Levitt. He will provide a historical analysis of the connection between presidential elections and financial markets as well as valuable insights into partisan investor behaviors and market performance.
Key discussion topics include:
This webinar is for financial professionals only.
Global Market Strategist • Invesco
Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the co-host of Invesco’s “Greater Possibilities” podcast.
Mr. Levitt joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions. Contact Jackson for more information.
The economic and market forecasts set forth in this presentation may not develop as predicted and there can be no guarantee that any strategies discussed will be successful. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Brian Levitt and Invesco are not affiliated with Jackson National Life Distributors LLC.