Investment Strategy

MARKETS AND INVESTING August 20, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways All sectors & industries investing in technology Share repurchases reach a new post-COVID peak Dividend growth critical given low interest rates Expanding upon the insights we received from listening to 2Q earnings conference calls was the message […]

MARKETS AND INVESTING August 20, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Yesterday’s FOMC minutes indicated that most Fed participants think it will be appropriate to begin tapering this year. This has spurred a bit of volatility in the past couple […]

MARKETS AND INVESTING August 16, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. “Ongoing perfect timing of the markets is impossible, yet time is efficiently critical and absolutely irreplaceable. Don’t let irreplaceable moments vanish in pursuit of an expected impossible execution.” No matter where interest rates are, at […]

MARKETS AND INVESTING August 13, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 achieved its 47th new record high closing price of 2021 today as the grind higher in equities continues. Despite COVID remaining the big risk to the […]