Investment Strategy

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 remains at all-time highs, as it continues to digest short-term overbought conditions along with very strong Q1 earnings results. The macro backdrop continues to improve with Q1 GDP growing 6.4% q/q (second strongest quarter in […]

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 […]