Investment Strategy

MARKETS AND INVESTING August 02, 2021   Optimism around GDP growth, employment and earnings has, for now, outweighed worries related to COVID-19 variants. As the major domestic equity indices continued to mark new highs through July, they provided an example of how dueling narratives can both be true while the forward-looking market produces a clearly […]

MARKETS AND INVESTING August 02, 2021   Doug Drabikl discusses fixed income market conditions and offers insight for bond investors. I’ve heard quite a bit of chatter about how surprising it is that interest rates have dropped while our economy and earnings are doing so well. It’s just not logical when company after company appear […]

MARKETS AND INVESTING July 30, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Q2 earnings results are blowing out estimates once again- continuing the trend of the past several quarters. 87% of S&P 500 companies are beating estimates by an aggregate 19.1%- […]

MARKETS AND INVESTING July 30, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Elevated growth expectations an equity market positive Fed’s taper timeline won’t be delayed much longer Earnings estimates still have further upside potential The pressure is on for Team USA Basketball as the men hope to capture their […]