Investment Strategy

MARKETS AND INVESTING January 03, 2022   The year ended on a high note for the Dow and S&P 500 despite economic challenges posed by the coronavirus and extreme weather events. While the traditional end of year Santa Claus equity rally may not have been as pronounced as we typically see, it may have just […]

MARKETS AND INVESTING December 31, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: All eyes remain on the Omicron variant spread, though indications continue to come in overall better than feared. The virus has been highly transmissible, but relatively mild so far. […]

MARKETS AND INVESTING   Combat common cash myths with cold, hard facts. We hear it all the time. Cash is king. And like a monarch, cash isn’t worth much if it just sits there doing nothing. No less an authority than the Oracle of Omaha himself, Warren Buffett, makes it a rule to keep enough […]

MARKETS AND INVESTING December 23, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Volatility has continued with now 11 of the 18 trading days since Thanksgiving (when the Omicron news broke) posting a greater than 1% move in either direction. After closing […]