Investment Strategy

MARKETS AND INVESTING March 31, 2020 All three major U.S. equity indices ended well into record-breaking negative territory. To say that a lot has changed in the last month is a tremendous understatement. The markets are playing a weak supporting role to the worst healthcare challenge in our generation, as well as the worst economic […]

MARKETS AND INVESTING March 27, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s intervention helps ‘buttress’ the bond market Historic stimulus package ‘builds bridge’ of support Equity rebound is on ‘the other side’ of the outbreak Bridges are built to safely transport people over a chasm. In the absence […]

MARKETS AND INVESTING March 20, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways ‘Bearing witness’ to unprecedented volatility The fed ‘bears a hand’ in stabilizing the economy US consumers will eventually  ‘come out of hibernation’ The economic and financial market carnage of the coronavirus continued in yet another unbearable week for […]

MARKETS AND INVESTING March 18, 2020 “The biggest point we can make is to have patience and stay calm,” says Chief Investment Officer Larry Adam. “There is significant fiscal stimulus coming.” The economic effects of COVID-19 have accelerated quickly and the financial markets are experiencing heightened volatility. The major U.S. stock indices rise on positive […]