Investment Strategy
Where are the economy and equity market heading next?
Markets & Investing July 11, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The full impact of the rapidly changing tariff landscape has not yet hit Inflation boost from tariffs likely to be a temporary blip We envision further downside to S&P 500 2025 EPS estimates It’s hard to believe it’s […]
Fixed Income In Focus: 2025 Mid-Year Recap
Markets & Investing July 07, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. This year, so far, the world has been riddled with geopolitical news, resonating in widespread unrest, yet seemingly yielding less impact on financial markets. Let’s step back and examine the market influences and their consequential market […]
Lessons from the past, strategies for the future
Markets & Investing July 02, 2025 Time in the market is far more powerful than trying to time it. From investing to economics to politics, patterns emerge, lessons resurface and the past becomes a powerful guide for navigating today’s unpredictable landscape. Timing, perspective and adaptability can make all the difference in managing the complexities of […]
Equity markets found traction in June
Markets & Investing June 30, 2025 The S&P 500 and NASDAQ closed the month with new all-time high marks. Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs. Despite an interim bout of […]