Investment Strategy
Surprisingly, 2020 Was a Strong Year for Financial Markets
January 4, 2021 Though Dec. 31 didn’t mark the end of pandemic-related challenges, the S&P 500, Dow and NASDAQ all ended the year in firmly positive territory. December’s developments may make it easier for investors to approach 2021 with a feeling of new possibilities. Vaccines are being distributed, the major market indices show between modest […]
The Ground We Covered
January 4, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge A flight to quality ensued as Fed Funds returned to a 0.00-0.25% range plus massive amounts of Quantitative Easing worked together to push Treasury yields lower. In early March, the benchmark 10-year Treasury yield fell […]
Often an Alternative, Rarely a Substitute
December 21, 2020 Dough Drabik discusses fixed income market conditions and offers insight for bond investors. Tis the season! No, I’m not going to try my hand at another poem even though I so enjoy the season’s challenge. The season I reference today is the “Substitute Season.” Every time interest rates create income-producing challenges, all […]
Weekly Investment Strategy
December 18, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways No ‘20/20 vision’ for 2020 due to COVID-19 Fed’s intervention ‘set our sights’ on investment grade We never ‘lost sight’ of new records for the equity market As the end of 2020 draws near, many of us are anxious to put […]