Washington Policy & Market Update


Income and Estate Tax Proposals? Fiscal Policy? Debt Ceiling? How will these developments in Washington impact you?




Dan Clifton 

Managing Director, Head of Washington Research, Strategas Research Partners

Daniel leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine. Mr. Clifton has been ranked as a top Washington policy analyst in each of the past eleven years. He is also a top ranked analyst in the category of Tax and Accounting Policy. Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.


Eddie Cohen CFP®

Co-Founder and Chief Investment Officer, Stavis & Cohen Private Wealth

Eddie has more than 35 years of investment specialization experience. In 2009, Eddie and Deborah Stavis founded Stavis & Cohen Private Wealth, a Houston-based financial planning boutique serving over 200 families nationwide. Stavis & Cohen Private Wealth has been featured in the Houston Business Journal, Financial Advisor IQ, as well as a featured business in the Growth Strategies section of the newspaper.