Investment Strategy

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 […]

MARKETS AND INVESTING July 26, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Anyone who has ever put together a household budget is likely familiar with the concept of take-home pay. Essentially, take-home pay is what is left from your paycheck after “non-negotiables” are taken out on the […]

MARKETS AND INVESTING July 23, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Global economy poised for best growth in 80 years Pace of U.S. economic growth will steady into year end Quality bonds diminish overall portfolio volatility Let the Games begin! The Tokyo Olympics Opening Ceremony was held early […]