Investment Strategy

MARKETS AND INVESTING   When markets react, consider a broader historical perspective before changing your financial course. Market volatility can often trigger emotional responses in investors, responses that can impact judgement and potentially affect long-term plans. These periods of volatility are an opportunity to connect with your advisor, enabling them to act as a sounding […]

MARKETS AND INVESTING September 20, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are many nuances we have to deal with regardless of how much we implore, aspire or wish them to disappear: mask or no mask, transitory or permanent, Republican or Democrat, accommodative or declining support, […]

MARKETS AND INVESTING September 17, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer behavior resilient through the Delta surge Hiring competition has led  lower-end wages to grow Depleted inventory levels will gradually be rebuilt Tomorrow is National Dance Day, a day for dancers of all ages to celebrate movement […]

MARKETS AND INVESTING September 17, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 is on the lower end of its range, testing the 50-day moving average support level that has held numerous times since last November. This remains the […]