Investment Strategy

MARKETS AND INVESTING December 20, 2021   Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are pros and cons (benefits and risks) associated with every investment product. Investors must find the balance most suitable to our own personal risk profile. All investors have one thing in […]

MARKETS AND INVESTING December 17, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Global economy to notch its best year of growth since 1973 Earnings, not P/E expansion, have led to new record highs Tech sector on pace for its eighth year of outperformance As the end of 2021 draws […]

MARKETS AND INVESTING December 17, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: As expected, the Fed accelerated/doubled its tapering pace at this month’s FOMC meeting with asset purchases set to end in Q1’22. Messaging moved more hawkish with the median dot […]

MARKETS AND INVESTING December 10, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Must differentiate between new case count & severity Hawkish surprises with the dot plot could unsettle the markets Inflation has resulted in a few market positives Have the tables turned? The S&P 500 is just shy of […]