Investment Strategy

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 […]

MARKETS AND INVESTING June 25, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The aftermath of the FOMC announcement since last Wednesday (6/16) has seen the yield curve narrow to 1.23% (as short-term rates moved up, and longer-term rates moved down). The […]

MARKETS AND INVESTING June 25, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Child Tax Care Credit A New Source Of Fiscal Stimulus Wealth Effect Has Benefitted Consumer Confidence Withholding Taxes May Keep Reaching New Record Highs Amazon hosted its 6th Annual Prime Day this week, and consumers spent a […]

MARKETS AND INVESTING June 21, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Last week, investors had their eyes glued to the FOMC meeting and ears tuned for any message indicating how Fed policy might shift given changing economic conditions. What investors heard was that the Fed might […]