Fulcrum Perspectives

An interactive blog sharing the Fulcrum team's policy updates and analysis, as well as book recommendations, travel observations, and cultural experiences - all of which we hope will be of interest to you.

Francis Kelly Francis Kelly

A Great Time in Atlanta

I was tremendously privileged to speak this past week in Atlanta at the Advantax National Conference. Thank you, Advantax, for having me - a beautiful venue and a tremendous audience of 1,100 of some of the smartest financial advisors in the business. We covered a lot in our hour together: Russia’s war on Ukraine, China and the future of Indo-Asian security, the implications of the US elections, tax policy now and in the next few years, and the coming “Rise of the Regulators” in the final two years of President Biden’s first term in office. Thank you again, Advantax, for a great and very fun time!

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