Investment Strategy
Shifting market dynamics
MARKETS & INVESTING May 28, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. When constructing a fixed income portfolio, product choice depends on a range of factors. Some of these factors are investor driven while some are market driven. Variables such as risk tolerance, liquidity needs, account type, […]
Five dynamics that could drive the financial markets
MARKETS & INVESTING May 24, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation should resume its downward trend Positive earnings streak should continue Expect some election volatility this summer While Memorial Day ushers in a fun-filled weekend of festivities, family picnics and barbeques with friends – we must always […]
Consumers are becoming more discerning
MARKETS & INVESTING May 17, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Interest rates and inflation dent consumer confidence Consumers are becoming more discerning Household balance sheets remain healthy As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be […]
Don’t fear the language – understand it
MARKETS & INVESTING May 13, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The finance world can get complicated, especially for the passive or uninterested investor. Let’s face it, some of us are not curious about sports, movies, exercise, reading, or other things while others of us carry […]