Investment Strategy
Allocation check-in
Markets & Investing December 16, 2024 Strong equity market performance this year has provided a welcome boost to the total market value of many investment portfolios. As we approach the start of a new year, it is a good time to take a fresh look at your portfolio to ensure that it still aligns with […]
How the Fed’s dot plot may shift at the December FOMC meeting
Markets & Investing December 13, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s growth and inflation projections should be revised higher The Fed’s new dot plot should reflect fewer rate cuts in 2025 The scope for meaningful declines in bond yields is limited Should I Stay or Should I Go Now? […]
No timing needed
Markets & Investing Help overcome market timing and loss aversion with dollar-cost averaging. Dollar-cost averaging — regularly investing money in the market — is an age-old strategy for mitigating investment price risk. Commonly applied by 401(k) plan savers, it could also be a useful strategy for experienced investors with larger sums, especially during periods of […]
The Fed is still leaning toward a December rate cut
Markets & Investing December 06, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Holiday shopping season is off to a good start The Fed is still leaning toward a December rate cut The debt ceiling reinstatement is rapidly approaching What a year it has been. The markets sure had a lot […]