Investment Strategy

The index gained nearly 30% for the year, supported in part by positive trade news and the avoidance of a no-deal Brexit. A December rally in the equity markets punctuated an already strong year – quite a reversal from a year ago. In 2018, the worst December in history pulled annual returns for most major […]

What can investors expect this year? Continued economic expansion, unaltered interest rates and new equity highs, says CIO Larry Adam. View the full article and additional 2020 financial insights in the Investment Strategy Quarterly publication linked below. As 2020 begins, investors seek clarity and foresight, especially given the daily dose of unprecedented headlines. We hope […]

MARKETS AND INVESTING December 20, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed Will ‘Light the Way’ for Economic Expansion Earnings Growth Could ‘Unwrap’ New Record Highs The Rollout of 5(G) Could Be the ‘Gift that Keeps on Giving’ On Thanksgiving Day, we were thankful and grateful for all […]

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed Decision ‘Lands Smoothly’ in Financial Markets Impeachment Proceedings Will Likely Be ‘Stranded’ in Senate Headline Risk Will Continue to Cause ‘Market Turbulence’ The Transportation Security Administration screened a record-breaking number of travelers during the Thanksgiving holiday, as more than 26 million passengers and […]