Insights

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

CIO Gary Aiken examines the challenges and uncertainties shaping the current economic landscape, emphasizing the importance of preparing for unforeseen events such as tariffs that can increase market volatility. While investors remain cautiously optimistic about progress in Washington, will new trade agreements or policies bring stability to markets and ease broader economic concerns?

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Economic Commentary and Unique Perspectives

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 Land of Confusion: Headline Risks and Potential Drawdowns in 2025

By Gary Aiken | February 6, 2025 “Can’t you see this is the land of confusion? Now, this is...
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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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