A closer look Elections, Taxes, and Markets

Aug 26, 2020
Download PDF

In Brief

  • The results of the upcoming presidential and congressional elections could have important implications for the financial markets and taxes. 
  • There are ways to prepare for various outcomes and take advantage of opportunities that emerge — both in investing and planning. 
  • In this A Closer Look, we share our thoughts on the elections, examine the candidates’ tax proposals and the potential market implications, and offer planning opportunities to consider now.


About the Authors

Stephen A. Baxley
Director of Tax and Financial Planning
In this role, Stephen is responsible for delivering strategic tax consulting and tax management services to Bessemer clients and their related entities.

Patrick S. Boyle
Senior Investment Strategist
In this role, Patrick is responsible for Bessemer’s client relationships in the Southeastern U.S., including oversight of our offices in Washington, D.C., Atlanta, and Delaware.