Investment Strategy

MARKETS AND INVESTING August 31, 2020 Led by technology and large-cap companies, the S&P 500 is on pace to post its best summer performance in over 80 years. The S&P 500 hit a new high on August 18 for the first time since February, making up for the losses in March, and continued to climb […]

MARKETS AND INVESTING August 28, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Worst quarter of growth may be followed by the best More records in store for the equity market Highs and lows for oil while gold soars on uncertainty Yesterday was the 65th anniversary of the Guinness World Records. […]

MARKETS AND INVESTING August 21, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Hopes that fiscal stimulus deal is still ‘in the picture’ ‘Refocusing’ our lens on the consumer discretionary sector Disparities between retailers won’t be over in a ‘flash’ This past Wednesday was World Photography Day, a day to commemorate […]

MARKETS AND INVESTING August 14, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways ‘Keep Your Seatbelt Fastened’ for near-term volatility Congress needs to ‘safely land’  a stimulus package Sector positioning not a ‘one way ticket’ based on winner This upcoming Wednesday is National Aviation Day, a holiday established by President Franklin […]