Investment Strategy

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 has “cooled off” a bit this week following a ~7% run over the prior few weeks. The advance had pushed the S&P 500 to 16% above its 200 DMA, which has often preceded minor consolidations […]

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Shareholders encouraging firms to take climate action Greenwashing on the minds of SEC regulators Favorable environmental scores a positive for info tech Yesterday was Earth Day, and with more than 1 billion people across 192 countries participating in the celebrations each year, the holiday […]

Interest in solar energy is soaring – and for good reason. Humans have harnessed the power of the sun since time immemorial, using it to tell time and start fires. And we’ve only gotten better at it. These days, we use photovoltaic (PV) panels to generate renewable solar energy, but the idea is basically the […]

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 […]