Investment Strategy
Five key takeaways from earnings season
MARKETS & INVESTING May 10, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mega-Cap Tech Continues To Drive S&P 500’s Earnings Shareholder-Friendly Activity Is Back! Consumers Are Becoming More Discerning Happy National Small Business Day! Every year on May 10, small businesses are officially recognized for their contributions to the […]
What’s moving the Bond Market?
MARKETS & INVESTING May 06, 2024 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It can be easy to overthink the markets and it is human nature to try to out-guess, out-maneuver, or out-smart the average, but perhaps we can step back and simplify what seems to be occurring: […]
Portfolio construction
MARKETS & INVESTING April 29, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. One of the main advantages of constructing a portfolio of individual bonds is that it can be customized to meet the precise needs, wants, and objectives of the investor. While this approach allows for a […]
Five potential market-moving events to be mindful of
MARKETS & INVESTING April 26, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Powell’s Press Conference Next Week Will Be Key All Eyes On The Quarterly Refunding Announcement Will The Labor Market’s Resilience Continue? Welcome to pro football’s draft—the most anticipated three-day event ahead of the upcoming season! This year’s […]