Investment Strategy

February 05, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 has rebounded, looking like it will shake off last week’s short term pullback of -3.5% in 3 days. The S&P 500 index as a whole did not get completely oversold, but short […]

February 1, 2021 Despite hitting five new record highs during January, the S&P 500 posted an overall loss for the month. February begins with a stack of important economic scorecards. Among them are the last of the fourth-quarter corporate earnings reports, last week’s assessment of the 2020 gross domestic product (GDP), unemployment figures, consumer spending, […]

February 1, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Growth assets are allocated to growth oriented products in order to provide growth.  Principal preservation assets are allocated to products that preserve principal in order to preserve principal. Yes, I am aware that those two statements likely did not […]

January 29, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Congress to put the “rescue” stimulus ‘pieces together’ Second wave vaccines may ‘connect’ us all sooner 2021 earnings rebound to complete the ‘picture’ Today is National Puzzle Day! Whether it be a crossword, a jigsaw, or a word search, puzzles test […]