Investment Strategy

MARKETS AND INVESTING March 13, 2020 Bear market volatility can be violent – but it’s important to remember that a rebound has historically always followed. This week has been challenging for even the most pragmatic investors. Concern and anxiety has understandably arisen as investors attempt to decipher what the spread of COVID-19, the president’s declaration […]

MARKETS AND INVESTING March 12, 2020 The S&P 500 triggered the week’s second trading halt by falling more than 7% during Thursday’s market hours. Thursday morning started with the news that U.S. stock markets (as represented by the broad market S&P 500 index) tumbled more than 7%, once again triggering the circuit breaker that halts […]

MARKETS AND INVESTING March 11, 2020 COVID-19 is officially declared a pandemic, pushing the DJIA to levels more than 20% below its February high. The S&P 500 fell by almost 6% on Wednesday, one day after it gained almost 5%. And, of course, Tuesday’s rally came one day after a significant drop on Monday. With […]

MARKETS AND INVESTING March 06, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways A proactive rate cut to keep economy from ‘falling back’ Equity market still ‘restless’ due to coronavirus fears Diversification should help investors ‘sleep soundly’ Daylight Saving Time begins Sunday, and while we gain daylight hours, we lose an […]