Investment Strategy

Markets & Investing August 16, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 2Q24 earnings season were solid in aggregate Current 2025 estimates are likely too high Mega-cap tech remains a standout That’s a wrap! This week marks the ‘unofficial’ end to 2Q24 earnings season – and aside from a […]

Markets & Investing   Your portfolio can be the key to managing cash and maintaining flexibility. Many of today’s financial gurus often say you should aggressively pay down debt and live without it. But you’ve also probably heard that it takes money to make money. And if you have the means and the know-how to […]

Markets & Investing August 12, 2024   Market investors have a multitude of reasons for the strategic allocation of their portfolios. This is no surprise as everyone’s financial situation is unique, ranging from sources of income to necessities, to uses of discretionary funds. The flexibility offered through individual bonds translates well for tailoring individual financial […]

Markets & Investing August 09, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Market narratives can change quickly Volatility is part of the fabric of the market Avoid panic selling during volatile periods What a week it’s been. Market gyrations have captured investors’ attention over the last week as many […]