Investment Strategy

MARKETS AND INVESTING June 26, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Asset allocation & perspective should go ‘hand-in-hand’ Shutdowns ‘played into’ certain sectors’ ‘hands’ Need ‘all hands on deck’ to mitigate new cases Yesterday was National Handshake Day, a day that hopefully wasn’t practiced and was instead replaced with […]

MARKETS AND INVESTING June 19, 2020 Review the latest Weekly Headings from CIO Larry Adam. Key Takeaways US Economic Recovery Has ‘Many Miles To Go’ Not All Sectors Of Spending Are On The ‘Right Route’ Just Yet Specific Counties May Need To ‘Hit The Breaks’ On Reopening Tomorrow is the summer solstice, the longest day […]

MARKETS AND INVESTING June 12, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Robust Recovery Is The General ‘School Of Thought’ Investors Hope A Second Wave Is ‘The Road Not Taken’ Valuations Require Investors To ‘Put Their Thinking Caps On’ Congratulations to the Class of 2020! I must admit, when I […]

MARKETS AND INVESTING June 05, 2020 Review the latest Weekly Headings from CIO Larry Adam. Key Takeaways Economic recovery will be a ‘marathon not a sprint’ Economic optimism harmed if COVID-19 gets a ‘second wind’ Stimulus helped equity market rally take its first ‘steps’ This past Wednesday, over 28,000 runners (my family included!) across the […]