Investment Strategy

MARKETS AND INVESTING July 12, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge We are in a low interest rate environment. Does this mean you don’t need fixed income? You don’t only if your portfolio’s sole purpose is growth and you have no desire […]

MARKETS AND INVESTING July 09, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Child tax credit A new source of fiscal stimulus June inflation data may be the peak Tight credit spreads may limit capital appreciation Investing is not a game. In reality, it encompasses some of your most important […]

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 […]