Investment Strategy

MARKETS AND INVESTING July 09, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 index has advanced to new highs to begin Q3, but the story continues to be rotation beneath the surface. For example, Large Cap Growth is up […]

MARKETS AND INVESTING July 06, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We don’t purchase gasoline because it transports us places but rather it fuels the automobiles that do. We don’t purchase bandaids because of their healing capacity but for their ability to protect an area and […]

MARKETS AND INVESTING July 02, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The first half of 2021 is in the books with the S&P 500 up 14.4%, and trading at new record highs. This was the fifth consecutive positive quarter since […]

MARKETS AND INVESTING July 01, 2021   Raymond James Chief Investment Officer Larry Adam examines the current investing environment through the lens of classic games. Americans, bored in their COVID-induced bubbles, turned to board games for fun last year, boosting sales 300%. They rolled the dice, drew the cards, and buffed the skills of cooperation, […]