The 2026 midterm elections are shaping up to be one of the most consequential political events of the coming year, with significant implications for tax policy, regulation, government spending, and the broader economic outlook. As investors seek to understand how shifting political dynamics could influence markets and portfolios, separating signal from noise has rarely been more important.
In our latest Callan Family Office webinar, Thomas Raymond Jr., Investment Partner at Callan Family Office, and Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab & Co., discussed these dynamics and what they might mean for portfolios.