Investment Strategy

MARKETS AND INVESTING June 25, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Child Tax Care Credit A New Source Of Fiscal Stimulus Wealth Effect Has Benefitted Consumer Confidence Withholding Taxes May Keep Reaching New Record Highs Amazon hosted its 6th Annual Prime Day this week, and consumers spent a […]

MARKETS AND INVESTING June 21, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Last week, investors had their eyes glued to the FOMC meeting and ears tuned for any message indicating how Fed policy might shift given changing economic conditions. What investors heard was that the Fed might […]

MARKETS AND INVESTING June 18, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed shifted near-term rather than long-term forecasts Deadline for bipartisan deal quickly approaching Strong earnings have made valuations more attractive Sunday is the summer solstice, the longest day of the year and the beginning of the astronomical […]

MARKETS AND INVESTING June 18, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Interest rate movements continue to dominate market rotation as the S&P 500 trades sideways near all-time highs. The FOMC meeting yesterday provided an update on the Fed’s monetary policy […]