Investment Strategy

MARKETS AND INVESTING August 13, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Companies have found new ways to operate post-Covid Inflation surge as a learning opportunity for firms Record net margins despite rising wages Earlier this week we celebrated National Book Lovers Day, the perfect day to cozy up […]

MARKETS AND INVESTING August 09, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. As I have highlighted before in past commentaries, market forecasters seem to perpetually predict that rates are heading higher (with very limited success). This was again the case at the beginning of 2021 which has […]

MARKETS AND INVESTING August 06, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 continues to prove resilient as it was able to push to a record high this week despite investors wrestling with the rising COVID cases. While this […]

MARKETS AND INVESTING August 06, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Pullbacks Are Part Of The Fabric Of The Market Timing The Market Is A Difficult If Not Impossible Feat Rebalancing Is Critical In Maintaining Risk Profile From school bells to the bells of New York Stock Exchange—the […]