Investment Strategy
Market chaos is harvesting income opportunities
Markets & Investing May 12, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge If we could imagine a “normal” yield curve, what might it look like? Intuitively, the more duration risk taken, the more reward or yield demanded by investors. This is why, historically, the […]
Three takeaways from earnings season
Markets & Investing May 09, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariff and economic uncertainties muddy the waters Consumers remain in good shape despite declining confidence Mega-cap tech 1Q25 earnings remained a bright spot The roller coaster continues! A stronger than expected first quarter earnings season and encouraging signs […]
A substantial collection of fixed income opportunities
May 05, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. One of the advantages of individual bonds is the ability to custom-select bonds that fit individual needs and/or goals. Every investor is different in terms of age, willingness to take on risk, lifestyle, wealth accumulation, tax bracket, state of residency, and their vision […]
Looking beyond President Trump’s first 100 days in office
Markets & Investing May 02, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Substantial shifts in U.S. trade Policy dent confidence U.S. assets broadly underperformed during trump’s first 100 days Policy pivot to growth-friendly tax cuts could boost confidence This week marks the first 100 days of President Trump’s second term in office—and […]