Investment Strategy

MARKETS AND INVESTING   Explore four reasons many investors look closely at ESG criteria. Sustainable investing is an approach that supports companies proactively managing environmental, social and governance (ESG) issues. The top motivations for investing this way may surprise you. 1. Risk mitigation Institutional investors often cite the impor­tance of mitigating environmental, social and governance […]

MARKETS AND INVESTING   Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.

MARKETS AND INVESTING June 14, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’m going to start with the conclusion or take-away. Asset allocation (portfolio balance) is important regardless of the current interest rate environment. The fixed income allocation’s primary objective for many investors is principal protection and […]

MARKETS AND INVESTING June 11, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Labor Market Improvements Should Bolster Spending Tech-Oriented Business Investment Not Fading Investor Sentiment Toward Inflation Is Shifting This past weekend, the GOAT (Greatest of All Time) of women’s gymnastics, Simone Biles, notched her seventh US Championship title. […]