By Cliff Aque, AIF®, CFA® During the Great Financial Crisis (GFC), the phrase “the new normal” gained popularity. However, it has also been used at other times of dilemma: in 1918 regarding the aftermath of World War I, in 2003 after the dot-com bubble, and in 2005 during the avian flu (according to Wikipedia). There… Read More

By Damaris Gingerich, CFP®, AIF® What does the Fed do? The Federal Open Market Committee (FOMC) has a two-part mandate: control inflation and achieve maximum employment. Their stated target is 2% inflation with maximized employment. The Committee is comprised of 12 members, headed up by Fed Chair Jerome Powell, who began his term in 2018…. Read More

The economy remained resilient during the third quarter, prompting some excitement that the Federal Reserve (the Fed) could engineer a soft-landing for the U.S. economy. Read More

Our recent webinar, Caring for Loved Ones: Caregiving Realities & Resources, was presented by Dr. Brian Carpenter and Dr. Nancy Morrow-Howell from Washington University. This virtual presentation focused on the complexities and rewards of caregiving. With 80% of elder care in the U.S. provided by unpaid family caregivers, understanding the dynamics of this role is… Read More

Listen to our On-Demand webinar as Phil Daniels and Cliff Aque recap the biggest market and economic factors of the past year and share their insights and perspectives on what may be in store for markets in 2024. Read More