Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam. Weekly Headings April 30, 2021 Key Takeaways Volatility May Spike As Tax Hikes Are Debated Political Tensions Will Rise As The Mid-Term Elections Near A Taper Tantrum May Occur If The Fed Adjusts QE Today marks 100 days since President Biden was sworn into office, a […]

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Why do you buy fixed income? For most investors, their fixed income allocation is intended to be the ballast of their portfolio. They purchase a bond for the stable and known attributes that are unique to fixed income: a known maturity date, […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 has “cooled off” a bit this week following a ~7% run over the prior few weeks. The advance had pushed the S&P 500 to 16% above its 200 DMA, which has often preceded minor consolidations […]

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Shareholders encouraging firms to take climate action Greenwashing on the minds of SEC regulators Favorable environmental scores a positive for info tech Yesterday was Earth Day, and with more than 1 billion people across 192 countries participating in the celebrations each year, the holiday […]