Investment Strategy

MARKETS AND INVESTING September 21, 2020 The Dow Jones Industrial dipped almost 3% on Monday, and the S&P 500 slid more than 2% from the previous week, off about 7% from its recent highs earlier this month. Investors have had a lot to process over the past few days: domestic equity declines on top of […]

MARKETS AND INVESTING September 18, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Short-term volatility may cause emotions to ‘burst’ ‘Pressure’ rising for certain sectors due to ‘K’ recovery Bonds are an important part of the investment ‘landscape’ Today marks 150 years since the discovery of Old Faithful Geyser, one of […]

MARKETS AND INVESTING September 11, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech sector was the ‘teacher’s pet’ during rally ‘Studying’ the historical impact of corporate tax hikes Big-Pharma ‘doing their homework’ on vaccine safety School is back in session! Whether it be virtual or in-person, we hope all students […]

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 […]