Investment Strategy

March 8, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When 2021 started, the 2 year Treasury was 0.12% and the 10 year Treasury was 0.91%. Friday’s close reflected a 0.14% 2 year Treasury (+2bp) and a 1.57% 10 year Treasury (+66bp). As interest rates rise, prices fall, a […]

March 5, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. After abating slightly over the past week, the surge higher in interest rates is continuing today with the US 10 year Treasury yield up to 1.55%. This is spurring an additional pullback in equities, pushing […]

March 5, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Technical supports for the S&P 500 remain intact Better economic growth should bring better earnings The recent tech sell-off may be misplaced Can you hear me now? Good! This Sunday will mark 145 years since the US Patent Office awarded Alexander […]

Investment policy statements can serve as a guide for you and your advisor. Entrepreneurs don’t start a business without a plan and contractors don’t start a house without blueprints. Given the important role your wealth plays in your life, as an investor, you require your own strategy or blueprints to guide your way forward. An […]