Investment Strategy

Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Individual bonds help preserve your principal in a way that many other product types can’t. The protective characteristic is an individual bond’s stated maturity. We have been mesmerized for decades by total returns afforded nearly all product types, including total returns that […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The bullish environment continues to prevail for equities, driven by an extremely rapid economic and earnings recovery, along with a Fed on hold. March retail sales rose by an enormous 9.8% m/m, boosted by $1.9T stimulus passed during […]

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Important to put index milestones into perspective Bull markets rarely end in the midst of a strong economy Shareholder friendly actions should support equity rally What a difference a year makes! As we enter the second quarter, enthusiasm for a sustainable reopening is mounting […]

March 26, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Signals Americans will spend recent stimulus checks Chair Powell will continue to assuage inflation fears Fed is expanding commentary outside dual-mandate Extra! Extra! Read All About It! While there has been no shortage of market-moving headlines since the pandemic began last […]