Investment Strategy

MARKETS AND INVESTING July 17, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways COVID-19 trends in the US anything but ‘amusing’ Headlines have caused ‘thrills & chills’ for equity investors Congress needs to ‘log’ a big fiscal stimulus ‘splash’ Today is the 65th Anniversary of the first Disneyland Park, built in […]

MARKETS AND INVESTING July 10, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic rebound to ‘assist’ growth-oriented sectors A pullback may bring investors off the ‘sidelines’ Positive future guidance may ‘score’ points with investors This Monday will mark the 90th Anniversary of the first FIFA World Cup. Luckily for fans, […]

MARKETS AND INVESTING June 30, 2020 As states ease their COVID-19 lockdown measures, rising case numbers have put pressure on equity markets. After three months of month-to-month gains, the rapid rebound following the S&P 500’s March 23 low slowed in June with the index closing the month only slightly above its opening value. “The equity […]

MARKETS AND INVESTING June 30, 2020 “Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of our nation’s flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for those who are suffering from COVID-19, economic hardship and […]