Investment Strategy

MARKETS AND INVESTING September 10, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The path of least resistance remains higher for the S&P 500 as it continues to climb within its trend channel (in place since positive vaccine news last November). The […]

MARKETS AND INVESTING September 07, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The 10-year Treasury ended last week at a yield of 1.33%. Is that information important and relevant to the fixed income market? Yes. Does that mean that any investment in fixed income right now is […]

MARKETS AND INVESTING August 30, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Some subtle characteristics may deliver comparable results while others can make big differences. A portfolio of individual bonds or a fund with bonds may appear to possess only a subtle name difference, however they are […]

MARKETS AND INVESTING August 27, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Debates on stimulus & the debt ceiling still to come Updated dot plot may shift rate hike expectations Fda approval will lead to boosters & new mandates As Labor Day, the unofficial end to summer, draws near, […]