Investment Strategy

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 […]

MARKETS AND INVESTING March 13, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Coronavirus continues to ‘power’ market volatility Social distancing could deliver a ‘shock’ to the US economy Second longest bull market in history ‘blows a fuse’ The 11-year bull market, which ironically celebrated its anniversary on Monday, has ‘short […]

MARKETS AND INVESTING March 13, 2020 Bear market volatility can be violent – but it’s important to remember that a rebound has historically always followed. This week has been challenging for even the most pragmatic investors. Concern and anxiety has understandably arisen as investors attempt to decipher what the spread of COVID-19, the president’s declaration […]

MARKETS AND INVESTING March 12, 2020 The S&P 500 triggered the week’s second trading halt by falling more than 7% during Thursday’s market hours. Thursday morning started with the news that U.S. stock markets (as represented by the broad market S&P 500 index) tumbled more than 7%, once again triggering the circuit breaker that halts […]