Investment Strategy

MARKETS AND INVESTING May 08, 2020 Review the latest Weekly Headings from CIO Larry Adam. Key Takeaways Policymakers tried to ‘remedy’ economic fallout Questioning if state budgets are in ‘stable condition’ ‘Follow-up’ on forward guidance will be critical In a world filled with challenges there is no truer phrase than “Save one life, you’re a […]

MARKETS AND INVESTING May 01, 2020 Review the latest Weekly Headings by CIO Larry Adam. The S&P 500 is not a ‘copycat’ of the U.S. economy The Federal Reserve ‘gets an “A” for effort’ & execution Vaccine developer will win ‘valedictorian’ Today is National School Principal’s Day! We are always grateful for our nation’s educators, […]

MARKETS AND INVESTING April 30, 2020 All three major U.S. equity indices saw double-digit recovery in April, though most levels are still far from pre-coronavirus highs. Globally, billions remain at home under some variation of COVID-related lockdowns and social distancing, a phrase many of us hadn’t heard or used up until this year. Unsurprisingly, this […]

MARKETS AND INVESTING April 24, 2020 Additional relief packages are expected to take shape in coming weeks, which may provide additional support for the markets and economy. After its best 18-day rally since the 1930s, the S&P 500 was up and down during the week. The movement was range-bound, meaning it went up and down […]