Investment Strategy

Markets & Investing June 02, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Duration is an often confused term when it comes to financial fixed income investing. After all, in your everyday life, the definition of duration is the length of time it takes for something to occur. To […]

Markets & Investing June 02, 2025 Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest. May was a pivotal month for markets, shaped by two forces: Tariff policy and tax and spending legislation. On the trade front, investor uncertainty eased for a short time as President Donald Trump’s “Liberation […]

Markets & Investing May 30, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways While the legal process plays out, current tariffs remain in place The long-term outlook for tariffs remains unclear We are maintaining our key forecasts until visibility improves The trade war saga entered a new phase this week. President […]

Markets & Investing May 23, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic headwinds from trade policies are still ahead Tax cuts not likely to fully offset the impact from tariffs Treasury yields are moving into the danger zone for equities Sell in May and Go Away? This old market saying tends to […]