Upcoming Webinar
Thursday, January 16th @ 3:00 PM
The year 2024 brought significant developments across financial markets, shaped by shifting economic conditions, geopolitical dynamics, and post-election policy changes. Technology and energy sectors made headlines with rapid innovation and growth, while the Federal Reserve’s approach to interest rates kept investors on edge. As we transition into 2025, what trends and risks should investors anticipate? Will the themes that defined 2024 remain influential, or will new challenges emerge?
On Thursday, January 16 at 3:00 PM CT, Phil Daniels, CFP®, AIF®, and Cliff Aque, AIF®, CFA®, will provide a comprehensive recap of 2024 and share their perspectives on what lies ahead in 2025. This webinar will cover:
- Market Reactions to the 2024 Elections: What the new administration’s policies might mean for the economy.
- Interest Rates and the Fed’s Next Steps: How monetary policy decisions could impact growth and investments.
- The Return of Market Volatility: What sectors and strategies may weather uncertainty best.
- Geopolitical Developments: How global events may influence U.S. markets in the coming year.
Prepare yourself for 2025 with informative insights and actionable takeaways. Register today to secure your spot!
Panelists
PHIL DANIELS, CFP®, AIF®
Chief Operating Officer
Phil joined Brand Asset Management Group in 2004 and has over 30 years of experience in the investment industry. In 2021, Phil’s commitment to BAMG was recognized when he became a partner in the firm.
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. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF designation demonstrates an understanding of the Prudent Practices® and methodology.
Phil chairs the Board of Trustees for the Lutheran Hour Ministries Foundation and is on the council for his church, Family of Christ. He enjoys devoting his free time to family, travel, golf, and watching college football.
Cliff Aque, AIF®, CFA®
Investment Strategist
Cliff joined Brand Asset Management Group in 2022 as an Investment Strategist with twenty years of previous experience. Previously, he directed due diligence on public and private investment strategies, created model portfolios, and led research on fixed income and liquid alternatives. Most recently, Cliff served as an asset class expert on real assets and alternatives.
Cliff received his BA in Government and English from Georgetown University and his MBA in Finance from DePaul University. He is also a CFA Charterholder. He was born and raised in Chicago and is moving his family to St. Louis to join the team. He enjoys reading and spending time in nature with his six kids and his wife, Colleen.