Instructor
David Peters
-optimized.jpg)
Instructor
David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.
He holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Education
Certifications
Activities & Associations
Election years always make us look to the future. They fill us with hope and optimism about what the upcoming years may bring. However, are we justified in feeling optimistic? In this course, we will look at the economic cycle and the effect of election years. We will examine how certain key investments have performed and examine why this year is unique. In addition, we will look at how major tax policy changes affect our economy as well. While nothing is certain, we can see what history has taught us - and just maybe get a glimpse at what is ahead!
• Identify how the economy performs during election years using key economic indicators
• Recall how key investments perform during various stages of the economic cycle
• Recognize how investment performance is affected by elections
• Recognize how tax policy changes affect the economy
Key characteristics of the economic cycle
Inflation Concepts
Recent performance of certain investments
Unemployment rates over time
Investment performance during election years
The effect of congressional control on investment performance
Recent effects of inflation
Proposed tariffs & economic effects
Proposed tax changes, expiration, and economic effects
Implications for practitioners
Basic understanding of investing and economic principles.
Financial professionals who advise individuals and businesses on investment, professional, and business strategy.
