Investment Strategy

MARKETS AND INVESTING November 08, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. At their meeting last week (November 3), the FOMC announced that they would begin tapering their $120 billion in monthly purchases of Treasuries and agency mortgage-back securities this month to the tune of a $15 […]

MARKETS AND INVESTING November 05, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: A good Q3 earnings season has contributed to a ~9% rally in the S&P 500- it is reassuring to see strong market momentum on strong earnings (as earnings are […]

MARKETS AND INVESTING November 05, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Market still anticipating a faster Fed tightening cycle Political leaders will amplify pressures on OPEC+ Election results may encourage congressional compromise This month marks 30 years since the release of the Disney Classic, Beauty and the Beast! […]

MARKETS AND INVESTING November 01, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. In this economic environment of uncertainty, undeniable certainties still exist. $0 x 8.00% or $0 x 2.00% both equal 0.00%. The hockey great Wayne Gretzky once said, “you miss 100% of the shots you don’t […]