Investment Strategy

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, […]

MARKETS AND INVESTING June 30, 2021   Key areas of market focus include inflation, the pace of economic recovery and evolving D.C. policy. Inflation was top of mind for investors throughout June as the Core Consumer Price Index (CPI) notched its highest increase since 1992. “While it appears the inflation genie has peeked out of […]

MARKETS AND INVESTING June 28, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Over the next few years, are interest rates going to head higher, move lower, or stay about where they are? That is the million dollar question that everyone wishes they knew the answer to. Depending […]