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People
- A.J. Misiti
- Adam Heller, CFP®
- Andrew Murray
- Annie Finnerty, CFP®
- Brian Maxwell, CFA, AIF®
- Colleen Glenn
- Cynthia Valdez
- Daniel Bradley, CAIA
- David Logan, CFA
- Debra Kodish
- Gretchen Regan, CFA
- Heather D’Andrea
- Jaclyn Shaughnessy
- Janina Horakova
- Jennifer Pham, CFA
- Jennifer Sugalski
- Jill Jokelson
- Joan Straus
- John Canning
- Joshua Gross
- Katie Poole, CFP®
- Kerri McLaughlin
- Kerry Weinstein
- Kevin Keating, CFA
- Matthew Tang
- Meaghan Buly
- Michael Crook, CAIA
- Michael Gordon
- Michael Jordan
- Michael LoCasale, CFA, CAIA
- Michael McDermott
- Nora Pickens, CAIA
- Patrick Burke, CFA, CPA, CFP®
- Paul Ciccarelli
- Rachel Hassett
- Richard Lunsford, Jr., CFP®
- Richard Stevens, Esq.
- Robert M. Asklar, CFP®
- Ryan Campbell, CFA, CFP®
- Samuel McFall, CFA, CAIA
- Sean Bannon, CFA, AIF®
- Shilpa Singh
- Stephen Waltrich
- Test Person
- Tiana Juarez
- Tyson Thrush, CFP®
- Walter Harris, CFP®
- Zachary Fischer, CFP®
- Zachary Mayer
Perspectives
- Flying Blind? Not Exactly. Six Charts That Tell The Story.
- NABE 2025 Recap: What’s on Economists’ Minds
- Boomer Candy is Bad for Your (Portfolio’s) Health
- BDC Blues: A Warning Sign for Private Credit?
- Mill Creek Q4 2025 Investment Livestream
- Q4 2025 Outlook: A Whiff of Stagflation
- Two Equity Scare Charts (and A Reason Not to Worry)
- Inflation or Employment? Four Charts About The Fed’s Rate Cut
- Charts of the week: The Labor Market is Slowing
- Charts of the week: Artificial Intelligence is Leading a CapEx Boom
- Investment Implications of Powell’s Jackson Hole Speech
- Equity Market Concentration
- Tariffs and Earnings Season, Part 2
- A Muni Market Misstep
- Investment Implications of Fiscal Dominance
- Four Charts that Explain Gold’s Rally
- Equity Investor Exuberance in Four Charts
- Mill Creek Q3 2025 Investment Livestream
- Forecasting Returns in Public and Private Real Estate
- Chart(s) of the Week: Tariff Inflation Has Been Temporarily Postponed
- Key Tax and Estate Planning Changes Under the One Big Beautiful Bill Act
- Bitcoin’s Evolving Role in US Policy
- Q3 2025 Outlook: The Dollar Dilemma
- Three Charts about the Dollar
- Subdued
- Chart of the Week
- Rebalancing: An Active Approach
- Aftermath
- Signs of Life in Fintech Market
- April’s Economic Data is Holding Firm
- Navigating Global Residence Options: What You Should Know – Livestream
- The Path Forward
- P/E-king into the Future of Stock Returns
- Tariffs: Not So Corn-cerning Yet
- Tariffs and Earnings Season, So Far…
- Interview with Edward Fishman, Author of Chokepoints – Livestream
- Tariff Turmoil: A Livestream with the Investment Team
- Mill Creek Q2 2025 Investment Livestream
- Seriously and Literally, Part II
- The Beginning (Tariffs)…
- Q2 2025 Outlook: The Wait-and-See Economy
- Mill Creek Private Equity: Our Approach
- Less Focus on the Federal Reserve
- Round Trip
- Market Update
- Seriously and Literally
- Wealth & Wellness: Navigating Care for Aging Parents Livestream
- Recession watch? Not yet.
- What’s next for US home prices?
- Too Hot
- What is it good for?
- February 2025 Update: Concentration Risk in the US Stock Market
- The Firehose
- Through the Looking Glass: 2025 Capital Market Assumptions
- Mill Creek Q1 2025 Investment Livestream
- Q1 2025 Outlook: Touch-and-Go
- A Letter from the Grinch 2024
- Top Five Most Memorable Trades of 2024
- Potential Liquidity Opportunities in 2025
- The Labor Market is Normalizing, Not Weakening
- December Update: Tis the Earnings Season
- The Trump 2025 Economic Agenda and Investment Implications
- 100% Equities: Too Much of a Good Thing
- The 2024 Financial Planning Checklist for Private Clients
- Taxing Decisons: Deciding Between Taxable and Municipal Bonds
- Assessing the 2024 Election Outcome: Economic and Market Implications
- November 2024 Update: Staying Steady Amid the Election Frenzy
- Trick and Treat
- Three Things Worth Remembering
- Mill Creek Q4 2024 Investment Livestream
- Q4 2024 Outlook: Deficits, Debt, and Inflation
- Goldilocks, Continued.
- The Fed Cut Cash Rates, but Where Will Long-Term Rates Go?
- Private Credit: Is the Juice Worth the Squeeze?
- Mill Creek Election Insights with Mike Townsend at Schwab
- September 2024 Update: Great Expectations
- Capital Growth Outpaces Liquidity Concerns
- Cybersecurity Essentials
- The Steamroller!
- Equity Market Update with CIO Michael Crook
- August 2024 Update: Too Little, Too Late?
- Buyer B-ware
- Mill Creek Q3 2024 Investment Livestream
- Back to the Small Cap Future
- A 2024 Alexander Hamilton?
- Q3 2024 Outlook: Election Insights ’24
- Supply-side Economics Makes a Comeback
- Recent Trends and Cautionary Signals in Direct Lending
- Will the Fed Cut Rates on Nov. 7?
- Managing Sequence of Risk Returns
- Lower-Income Households Show Signs of Stress
- Private Markets: How Big Can They Get?
- New Partners
- May 2024 Update: Is the Labor Market as Strong as the Data Suggests?
- Strong Earnings Expectations for US Large Cap Equities
- Decoding the Recent Jump in US Treasury Rates
- Family Wealth Dynamics: Navigating Generational Transitions & Governance Strategies
- Fed Rate Cuts – Not So Fast!
- Mill Creek Q2 2024 Investment Livestream
- Q2 2024 Outlook: Megatrends for the Decade Ahead
- Insights into the Evolving Private Equity and Venture Capital Markets
- Taking the Pulse of US Equities
- What Does the Federal Reserve Have to Say About Private Credit?
- March 2024 Update: Who You Gonna Believe, Me or Your Lying Eyes?
- You’re Already Heavily Invested in AI
- The Dollar – Best of the Rest
- Top Takeaways From the ACC’s Latest Private Credit Market Survey
- February 2024 Update: “We Continue to Live in Interesting Times”
- “We Should Wait for a Pullback”
- CIO Michael Crook Quoted in S&P Global
- Election Season Has Begun
- Mill Creek Q1 2024 Investment Livestream
- Nora Pickens Promoted to Principal, Investments at Mill Creek Capital Advisors
- High Yield Bonds: Navigating Risk and Reward in a Changing Market
- Year Ahead 2024: Connecting the Pieces
- A Letter from the Grinch 2023
- Top Five Most Memorable Trades of 2023
- Market Outlook with Apollo’s Chief Economist Torsten Slok
- It Was the Best of Times, It Was the Worst of Times…
- December Update: What Is the Fed’s 2024 Mandate?
- The Season of Giving
- Annual Planning Checklist for Private Clients
- That’s All, Folks!
- Full Steam Ahead for Private Credit
- MIT AgeLab’s 8,000 Days of Retirement Presentation
- The Magnificent Seven’s Surge and Potential Correction Ahead
- November Update: Was 5% the Peak for Interest Rates?
- Oil Price Shocks and Forecasting Recessions
- Artificial Intelligence Livestream
- Navigating Crisis Insights and Market Resilience
- A Note on NAV Financing
- Mill Creek Q4 2023 Investment Livestream
- Q4 2023 Quarterly Outlook
- Implications of a Federal Government Shutdown
- Bigger, Not Better, in Private Equity Portfolios
- Dakota Live! Podcast: Advising with Integrity with Mill Creek Capital Advisors
- Deficits
- Will Mortgage Rates Decline?
- Mill Creek Private Debt: Navigating a Higher-for-Longer Interest Rate Environment (White Paper)
- September Update: “Navigating by the Stars under Cloudy Skies”
- Insights from Maui Wildfires for Bond Investors
- Higher Rates Are a Risk to the Rally
- Pricing in a Soft Landing
- August Update: Explaining American (Stock Market) Exceptionalism
- What Type of Recession
- How High Can Treasury Yields Go?
- Private Equity Midyear Update: A Look Beneath the Surface
- Q3 2023: Hike, Pause, Cut!
- Slow and Steady
- May Consumer Price Index: Something for everyone, including the Fed
- Small-cap Stocks Surge as Investors Begin Buying Improved Outlook
- June Update: A Pause on the Horizon
- Concentration Conundrum
- Watch the Replay: Inside ‘The Bogle Effect’
- Relative Strength of the Tech Sector May Wane as the Year Continues
- May Update: Riptides
- Q1 23 Private Equity Data: Down, but Not Out
- Losing Steam
- Q2 2023 Outlook
- Stuck Between a Rock and a Hard Place
- The Increasing Likelihood of Unlikely Events
- Move Quickly and Break Things
- March Update: Pivot (again?)
- Private Equity Remains Resilient Amid Tech Sector Downturn (White Paper)
- TINA Has Left the Building
- House View Summary – February 2023
- Updating Our View on Credit
- Reacceleration
- February Update: Is the 60/40 Portfolio Dead?
- The Labor Market Remains Very Tight
- Why Corporate Borrowers Remain Well-Positioned
- Fowl Play
- House View Summary – January 2023
- Latest Job Report Means Another Fed Rate Hike Likely
- Mill Creek Chief Investment Officer Michael Crook Quoted in S&P Global
- Year Ahead 2023: Long and Variable Lags
- Mission Accomplished?
- A Letter from the Grinch 2022
- The Top Five Most Memorable Trades of 2022
- December Update: Head Fake or Turning Pointing?
- Turkey Inflation
- Our Perspective: Emerging Markets
- Near-term Macro Headwinds Persist for Non-US Stocks
- Earnings Outlook Continues to Deteriorate
- Higher for Longer
- November Update: A Market-Led Fed Pivot?
- Taking Advantage of Higher Bond Yields
- Preparing for a Recession with Low Volatility Equities
- Mill Creek Chief Investment Officer Michael Crook Quoted in S&P Global
- The Faintest Glow at the End of the Tunnel
- Q4 2022 Outlook
- Mill Creek Chief Investment Officer Michael Crook Quoted in Reuters
- A Lehman Moment in Europe?
- September Update: Powell’s Prediction for the (Inflation) Fight? Pain.
- Credit Markets: What We Are Watching Now
- Cash – Not quite trash
- Private Equity: How Will Investors Face 2Q Valuations?
- Earnings Rise Albeit at a Slower Pace than Prior Quarters
- August Update: Recession?
- What an Inverted Yield Curve Could Mean for US Economic Conditions
- Mill Creek Capital Advisors Places in Top Registered Investment Advisers as seen in FA Magazine’s 2022 RIA Rankings
- Updating Our Capital Markets Assumptions
- Mill Creek Managing Director of Investments Nora Pickens Featured in Citywire Pro Buyer
- 2022 Capital Markets Assumptions
- What Did 1Q 1980, 2Q 1984, and 2Q 2022 Have in Common?
- Q3 2022 Outlook
- A Housing Reset?
- Private Equity: When Will We Feel the Pain?
- A Powell Surprise
- What’s Ahead for Credit Spreads
- June Update: Cracks in the Foundation
- Investment Market Update – May 19, 2022 [Video]
- Mill Creek Chief Investment Officer Michael Crook Quoted in Forbes
- Global Small-Cap Stocks Present Attractive Opportunity for Investors
- Behind the Curve
- Earnings Season Yields Better-Than-Expected Results
- May Update: Gross Domestic Panic?
- Market Update: Sentiment Turns Negative
- How Likely Is an Inflation Disaster?
- Down on the Farm
- Steepen the Curve!
- Mill Creek Chief Investment Officer Michael Crook Quoted in S&P Global
- Q2 2022 Outlook
- The worst (bond) bear market in 40 years
- The Fed Hiking Cycle Has Begun
- The Driving Forces of Inflation
- Normalization Ahead for Earnings
- March Market Update
- “If you hear the missiles are flying”
- The “Hurry Up” is over
- 2022 Risk Monitor: Equity Valuations
- 2022 Risk Monitor: Rising Interest Rates
- The “Hurry Up” is here
- 2022 Risk Monitor: Domestic Politics
- 2022 Risk Monitor: Supply Chain Disruptions
- 2022 Risk Monitor: Inflation
- Q1 2022 Outlook
- Mill Creek Chief Investment Officer Michael Crook Interview with ThinkAdvisor
- A Letter from the Grinch
- Maximize Your Philanthropic Impact Before Year-End
- The Five Most Memorable Trades of 2021
- Year Ahead 2022: Hurry Up and Wait
- The Season of Giving
- Lessons from the Thanksgiving Turkey
- Mill Creek Capital Advisors Announces Chief Investment Officer Transition Plan
- Inflation Jumped in October
- Strong Q3 Results Provide Support for Higher Equity Prices
- Mill Creek Deputy Chief Investment Officer Michael Crook Quoted in S&P Market Intelligence
- Taper Time
- Peaks, Records and All-Time Highs
- The Path Forward
- Mill Creek Capital Advisors Places on Financial Planning’s 2021 RIA Leaders List
- The Price of Admission
- Headwinds
- Mill Creek Capital Advisors Moves Up in Rank Among Barron’s Top 100 RIA Firms in the Nation
- US Corporate Borrowers Pile into Green Bond Market
- Second Derivatives
- Mill Creek Capital Advisors Celebrates 15-Year Milestone
- Contrary to popular belief, active equity management is alive and well!
- Mill Creek House View Summary – September 2021
- Mill Creek Deputy Chief Investment Officer Michael Crook Interviewed with ETF.com
- Mill Creek Deputy Chief Investment Officer Michael Crook Quoted in S&P Market Intelligence
- All Eyes on Washington
- Taper Tranquility
- Fly Fishing with the Fed
- Q2 2021 Produced Upbeat Earnings but Don’t Be Misled
- All-time Records vs. Structural Shifts
- Mill Creek Capital Advisors Named #50 in FA Magazine’s 2021 Annual RIA Ranking
- Will the Housing Market Boom Bust?
- The high cost of short-term stability
- Equity Highs: Much Ado About Nothing
- Assessing the first half
- Mill Creek House View Summary – August 2021
- High prices are the cure for high prices
- The Fed wants to ruin your inflation call
- Rebalancing Act
- Star Performers: High Yield Municipal Bonds Continue to Shine Across Fixed Income Sectors
- June 2021 Market Perspective: Investment Implications of the American Jobs Plan and American Families Plan
- Putting Cash to Work in 2021
- Everything is transitory until it’s permanent
- Earnings Season: First Quarter Results Exceed Wall Street’s Expectations
- May 2021 Market Perspective: Booms, Bubbles, and Busts
- Dogecoin and Your Hometown Deli
- Sustainability Perspective – Climate Change
- Employment: One million down, 11 million to go
- April 2021 Market Perspective
- Mill Creek Deputy Chief Investment Officer Michael Crook Featured in S&P Market Intelligence
- Road to Recovery
- 3-22-21 Weekly Market Wrap
- Mill Creek Deputy Chief Investment Officer Michael Crook’s Inflation Research Highlighted on Seeking Alpha Podcast
- Mill Creek Deputy Chief Investment Officer Michael Crook Featured in S&P Market Intelligence
- 3-15-21 Weekly Market Wrap
- 3-08-21 Weekly Market Wrap
- March 2021 Market Perspective
- 2-22-21 Weekly Market Wrap
- 2-16-21 Weekly Market Wrap
- 2-8-21 Weekly Market Wrap
- February 2021 Market Perspective
- 1-25-21 Weekly Market Wrap
- 1-19-21 Weekly Market Wrap
- 1-11-21 Weekly Market Wrap
- GEORGIA ON OUR MIND
- Mill Creek 2021 Annual Market Perspective
- 12-28-20 Weekly Market Wrap
- 12-21-20 Weekly Market Wrap
- 12-14-20 Weekly Market Wrap
- Taxable Fixed Income: What Hath COVID Wrought?
- 12-7-20 Weekly Market Wrap
- November 2020 Market Perspective
- 11-30-20 Weekly Market Wrap
- 11-23-20 Weekly Market Wrap
- 11-16-20 Weekly Market Wrap
- 11-09-20 Weekly Market Wrap
- October 2020 Market Perspective
- 11-02-20 Weekly Market Wrap
- 10-26-20 Weekly Market Wrap
- 10-19-20 Weekly Market Wrap
- 10-12-20 Weekly Market Wrap
- 10-05-20 Weekly Market Wrap
- 09-28-20 Weekly Market Wrap
- September 2020 Market Perspective
- 09-21-20 Weekly Market Wrap
- 09-14-20 Weekly Market Wrap
- 09-08-20 Weekly Market Wrap
- August 2020 Market Perspective
- July 2020 Market Perspective
- June 2020 Market Perspective
- May 2020 Market Perspective
- April 2020 Market Perspective
- Long and Winding Road Part 3
- Long and Winding Road Part 2
- Long and Winding Road Part 1
- Brave New World
- Shelter from the Storm
- A Passel of Known Unknowns
- This Time It’s Different March 2020
- February 2020 Monthly Perspective
- January 2020 Monthly Perspective
- Mill Creek Annual Market Perspective 2020
- Mill Creek Chief Investment Officer Tom Chapin Featured in Kiplinger Article
- Mill Creek Capital Advisors Leads Industry with Values-Based Branding, Unveils New Visual Identity
- Mill Creek Investment Officer Kevin Keating Publishes “How to Build a Retirement Plan that Lasts” on WealthManagement.com
- Mill Creek Capital Ranked #16 in the Country by Financial Planning Journal
- Mill Creek Chief Executive Officer Josh Gross Named #2 Investment Advisor in Pennsylvania by Barron’s
- Mill Creek Capital Ranked 42nd Largest Independent RIA by Investment News
- Mill Creek Managing Director Sam McFall Discusses Manager Selection in CityWire USA
- Mill Creek Partner Katie Poole Publishes “Four Steps to Selecting a Financial Advisor” on MoneyInc.com
- Mill Creek Capital ranked 43rd largest Independent RIA by Forbes Magazine