Investment Strategy

MARKETS AND INVESTING November 12, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Equities have continued to march higher in recent weeks, extending the upside seen since early October to ~9% at the recent peak. There has been a definitive risk-on tone […]

MARKETS AND INVESTING November 12, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Must differentiate between the price level and rate of change Spending should soon shift from goods to services Many advancements made to the supply chain system Its National Young Readers Week! Whether your favorite childhood author was […]

MARKETS AND INVESTING November 08, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. At their meeting last week (November 3), the FOMC announced that they would begin tapering their $120 billion in monthly purchases of Treasuries and agency mortgage-back securities this month to the tune of a $15 […]

MARKETS AND INVESTING November 05, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: A good Q3 earnings season has contributed to a ~9% rally in the S&P 500- it is reassuring to see strong market momentum on strong earnings (as earnings are […]