Investment Strategy

MARKETS AND INVESTING December 31, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: All eyes remain on the Omicron variant spread, though indications continue to come in overall better than feared. The virus has been highly transmissible, but relatively mild so far. […]

MARKETS AND INVESTING   Combat common cash myths with cold, hard facts. We hear it all the time. Cash is king. And like a monarch, cash isn’t worth much if it just sits there doing nothing. No less an authority than the Oracle of Omaha himself, Warren Buffett, makes it a rule to keep enough […]

MARKETS AND INVESTING December 23, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Volatility has continued with now 11 of the 18 trading days since Thanksgiving (when the Omicron news broke) posting a greater than 1% move in either direction. After closing […]

MARKETS AND INVESTING December 20, 2021   Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are pros and cons (benefits and risks) associated with every investment product. Investors must find the balance most suitable to our own personal risk profile. All investors have one thing in […]