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

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

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

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

The year 2023 has started much differently than 2022 as both the stock and bond markets have rebounded from the lows that we saw last October. Despite elevated inflation, rising interest rates, and continued geopolitical disruptions, the U.S. economy has remained resilient, and a recession does not appear imminent. Despite this positive beginning, we are still likely to see slower growth and potentially a recession within the next year as the Fed is expected to possibly raise interest rates two more times and credit conditions continue to tighten. Read More