Insights

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U.S. Debt is Growing. Here’s How We’re Planning Around It.

The national debt is growing quickly, but the reasons go beyond just government spending. CIO Gary Aiken explains how shifting demographics—not just politics—are driving long-term fiscal changes. From shorter-term bonds to international diversification and long-term tech opportunities, he outlines the steps we’re taking at Concord to manage risk in client portfolios in 2025 and beyond.

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Economic Commentary and Unique Perspectives

Tariffs and Deals: Can You Put the Genie Back in the Bottle?

By Gary Aiken | May 8, 2025 The tariff announcements on Liberation Day were bigger and bolder than anything...
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Anchors Aweigh? The Unmooring of Inflation Expectations

By Gary Aiken | April 3, 2025 I often include relevant excerpts from the University of Michigan survey of...
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The Trade War of 2025: Potential Economic Impacts

By Gary Aiken | March 6, 2025 President Trump announced a multitude of tariffs this week. To be clear,...
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The 2025 Concord Financial Forecast

A two-part interview featuring our CEO Wade Lopez and CIO Gary Aiken as they tackle the most pressing financial questions on the minds of Americans today.

Watch Part 1: The Macroeconomic Outlook

Watch Part 2: The Markets & Investment Strategy

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Market Updates

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