Insights

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The U.S. Ship of State: “Steady as She Goes” Despite Rising Inflation Expectations

CIO Gary Aiken provides his economic outlook for the year ahead, including more potential rate adjustments from the Fed, GDP and inflation projections, and how these developments could impact your investment strategy in 2025.

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Economic Commentary and Unique Perspectives

The First Cut Is the Deepest: How Long Can the Fed Rate Cutting Cycle Last?

By Gary Aiken | October 3, 2024 Cheryl Crow sang the title song for this month’s insight about a...
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What Comes Next? Understanding the Fed’s Focus on Full Employment

By Gary Aiken | September 5, 2024 My family and I finally caught Hamilton on Broadway this weekend, ticking...
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Summer Break, Please! Unpacking Stock Market Events

By Gary Aiken | August 6, 2024 I’m sweating. What happened to summer break?! I deleted a last-minute slide...
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The 2025 Concord Financial Forecast

Don’t miss this must-watch 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.

Part 1: The impacts of the new administration’s proposed policies on the economy and your portfolio.

Part 2: Key market trends, practical investment strategies, and 2025 projections.

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