Investment Strategy

MARKETS AND INVESTING September 17, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer behavior resilient through the Delta surge Hiring competition has led  lower-end wages to grow Depleted inventory levels will gradually be rebuilt Tomorrow is National Dance Day, a day for dancers of all ages to celebrate movement […]

MARKETS AND INVESTING September 17, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 is on the lower end of its range, testing the 50-day moving average support level that has held numerous times since last November. This remains the […]

MARKETS AND INVESTING September 13, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Every second Thursday of the month, we have a strategy meeting providing key talking points on some of the most current topics. This morning’s objective is to recap these topics and provide some practical insight […]

September 10, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is finally back! While […]