Investment Strategy

Markets & Investing June 30, 2025 The S&P 500 and NASDAQ closed the month with new all-time high marks. Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs. Despite an interim bout of […]

Markets & Investing June 30, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. It has been over six months since the FOMC has made a change to the Fed Funds rate. While the debate continues as to when the next cut will be, market consensus (per Bloomberg calculations) is […]

Markets & Investing June 27, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Despite concerns, there will be no repeat of 1970s-style stagflation The fed has room to lower rates to keep the expansion going We are not buying into the idea that U.S. exceptionalism is fading Can you believe it’s been 40 […]

Markets & Investing It’s said nothing in life is certain save death and taxes. There is also certainly an increase in investors’ appetites for nontraditional instruments like hedge funds as their wealth grows. To help account for these varied “certainties” as part of an overall wealth plan, there are private placement life insurance (PPLI) and […]