Upcoming Webinar

The markets returned to pre-2020 levels in 2021, and global GDP this year actually exceeded pre-pandemic levels.1 As 2021 draws to a close, now is a perfect time to look back on the past year—and to assess what 2022 may have in store for us. On Tuesday, January 11 at 10:00 AM CT, we are holding an important webinar to review the major financial events of 2021 and share our outlook for the coming year. Phil Daniels and Ryan Bouchard will recap the biggest market and economic factors of the past year and share their insights and perspectives on what the road ahead may look like in 2022. Phil and Ryan will discuss:
  • A recap of 2021
  • Perspectives for 2022
  • How potential tax code changes could change the financial landscape
  • Things to consider while navigating the current market environment

About the Presenters

Phil Daniels, CFP®, AIF®

Executive Vice President Phil Daniels, CFP®, AIF® is the Executive Vice President of Brand Asset Management Group. Phil joined the firm in 2004 and has over 25 years of experience in the investment industry. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology. Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his MBA with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003. Phil serves on the Board of Trustees for the Lutheran Hour Ministries Foundation. He enjoys devoting his free time to family, travel, golf, and watching college football.

RYAN BOUCHARD, CFA, AIF®

Investment Analyst Ryan joined Brand Asset Management Group in 2013 as an Investment Analyst and has worked in the financial services industry since 2001. Previously, he performed investment research at a wealth advisory firm and later became an Associate Analyst covering technology and transportation stocks for many years. Most recently, Ryan was a Senior Research Analyst publishing research on transportation stocks and macroeconomic trends. Ryan received his BS in Business Administration with a major in Finance from the University of Missouri – Columbia, and his MBA with a concentration in Finance from Saint Louis University. He is also a CFA Charterholder. Ryan earned the AIF® designation in 2015. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology. He enjoys spending time with his wife and four children, playing golf, traveling, and learning. 1International Monetary Fund, World Economic Outlook. (Link)
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