Investment Strategy

MARKETS AND INVESTING March 11, 2020 COVID-19 is officially declared a pandemic, pushing the DJIA to levels more than 20% below its February high. The S&P 500 fell by almost 6% on Wednesday, one day after it gained almost 5%. And, of course, Tuesday’s rally came one day after a significant drop on Monday. With […]

MARKETS AND INVESTING March 06, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways A proactive rate cut to keep economy from ‘falling back’ Equity market still ‘restless’ due to coronavirus fears Diversification should help investors ‘sleep soundly’ Daylight Saving Time begins Sunday, and while we gain daylight hours, we lose an […]

MARKETS AND INVESTING March 02, 2020 Equities have fallen on continued news of the virus’ spread, and bonds have rallied as investors seek safety. For the equity markets, volatility took investors on quite the ride – particularly during the last week of February, as coronavirus dominated the headlines. Raymond James Healthcare Analyst Chris Meekins believes […]

MARKETS AND INVESTING February 28, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Expectations for Fed action ‘leap’ higher on virus fears Selectivity is critical should you ‘leap’ into equity market Yields fall to record lows as investors ‘leap’ to safety Leap days occur every four years to synchronize our calendar […]