Election 2024: Insights with Dan Clifton of Strategas

The election environment is distinctly different from any in history. On October 2, Summitry hosted a live webinar for our clients, featuring Dan Clifton, Partner at Strategas Research, to discuss some of the trending topics surrounding the 2024 Presidential election. This is the fifth election cycle that we have brought Dan and his insights to our clients, addressing the concerns they likely share with many Bay Area residents.

If you’re wondering if your portfolio is structured to weather this year’s election outcomes or more importantly, to achieve your financial and lifestyle goals, contact us today.

Watch the webinar to hear:

• • the relevance of polls and how changes in voting access affect their accuracy.
  • pathways to victory for each presidential candidate and potential shifts in Congress
  • investment implications based on the election outcome and enacted policies
  • the impact of RFK’s endorsement of Trump, despite what’s been covered in the media
  • the significance of the debates, including the typically overlooked VP debate
  • anticipated plans to address the deficit, irrespective of Congress’s composition
  • whether tariffs are inflationary and their market impact
  • the likelihood of the unrealized capital gains proposal being enacted
  • how the election results will influence the 2017 tax legislation set to expire in 2025

About Daniel Clifton

Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing tax, trade, infrastructure, healthcare, energy, defense and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.

Daniel leads Strategas’ Washington policy research team, which has been ranked as one of the top policy research teams on Wall Street for 14 consecutive years according to Institutional Investor. Mr. Clifton is also a top ranked analyst in the category of Tax and Accounting policy.

Currently, Daniel is ranked as the top Independent research analyst on Wall Street, across all research verticals, according to the same Institutional Investor survey.

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.

Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. Daniel also worked on tax policy issues prior to the ASA and has been involved in every major tax policy change over the past twenty years. Prior to moving to Washington, Mr. Clifton served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues.

Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.