Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Third surge not making a ‘mark’ on market volatility Widely available vaccine won’t set us ‘free’ until next year Biden may ‘call’ for tax overhaul with Senate control It’s Bingo’s birthday month! For a game that has been around since the 1500s, it deserves […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary November equity market returns were for the record books, as the S&P 500 posted a 10.75% gain, the Dow Jones Industrial Average was up 12% (the best month since 1987), and the Russell 2000 was up […]

The Dow, NASDAQ and S&P 500 are now all in positive territory for the year. The difficulties facing the economy and the markets shouldn’t be understated, but through November the promise of normal was seemingly a powerful counter. As COVID-19 cases continued to reach new highs, investors were bolstered by positive developments, the greatest of […]

MARKETS AND INVESTING November 30, 2020 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It can be difficult for investors to differentiate between asset classes but knowing and understanding differences may help guide investment decisions. Stocks can move in one direction based not on current fundamental analysis but on anticipation […]