Investment Strategy
Will the market be ready when you are?
August 25, 2025 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. Recently, our commentaries have focused on the opportunities available in the Fixed Income markets, highlighting yields at levels rarely seen in the past two decades. However, that is only part of the story for those investors who are near […]
Equities and bonds post one of their best summers in recent history
Markets & Investing August 22, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Both equities and bonds posted one of their best summers in recent history As tariff pressures intensify, selectivity among sectors becomes more important As the Fed navigates labor weakness and inflation, we expect two cuts by YE25 Don’t […]
When borrowing can be a smart strategy
Markets & Investing Borrowing can offer flexibility and align with long-term financial goals. When it comes to personal finance, conventional wisdom says the best way to live is debt free. There are many important reasons why this is tried and true, but for high-net-worth individuals, lending can be an optimal way to access cash in […]
Five key takeaways from earnings season
Markets & Investing August 15, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Led by AI and its derivatives, 2Q25 EPS came in better than expected Consumer spending is a mixed bag and is poised to cool in the second half With S&P 500 multiples near historical highs, earnings will need […]