Investment Strategy

MARKETS AND INVESTING July 23, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The week began with market volatility on rising Delta variant concerns, as the S&P 500 pulled back -1.6% on Monday in what was the 5th worst day of performance […]

MARKETS AND INVESTING July 19, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Who should invest in individual bonds? Any investor that is not focussed solely on growth should maintain an allocation in individual bonds. Many asset classes rely on their total returns to build the portfolio’s wealth. Investors […]

MARKETS AND INVESTING July 16, 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 glide higher, but participation within the advance lately has been very top-heavy. For example, the largest 5 S&P 500 stocks- AAPL, MSFT, AMZN, GOOGL, […]

MARKETS AND INVESTING July 16, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways CEOs share insights regarding the strength of the recovery Heightened expectations impacting stock price moves Cyclical sectors expecting positive earnings growth Today marks the start of a three day celebration in honor of what would have been […]