Investment Strategy

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 […]

MARKETS AND INVESTING September 13, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Every second Thursday of the month, we have a strategy meeting providing key talking points on some of the most current topics. This morning’s objective is to recap these topics and provide some practical insight […]

September 10, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is finally back! While […]

MARKETS AND INVESTING September 10, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The path of least resistance remains higher for the S&P 500 as it continues to climb within its trend channel (in place since positive vaccine news last November). The […]