Investment Strategy

MARKETS AND INVESTING April 09, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy will get a ‘spring in its step’ once virus is curtailed Stimulus measures to help nation ‘weather the storm’ Earnings season will not be ‘all roses’ due to virus impact While we still hope “April showers bring […]

MARKETS AND INVESTING April 08, 2020 U.S. equities have regained strength in recent days, but a rapid economic recovery remains unlikely. “U.S. equities continued their recent move higher and are now up over 20% off of the lows set on March 23,” Chief Investment Officer Larry Adam said. “If this positive performance holds into market […]

MARKETS AND INVESTING April 03, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Ultimate economic impact of COVID-19 still a ‘gray area’ The Fed continues to color ‘outside the lines’ Congress discussing another fiscal stimulus ‘masterpiece’ The phrase “a picture paints a thousand words” seems truer than ever as images of […]

MARKETS AND INVESTING April 01, 2020 The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, […]