Investment Strategy

MARKETS AND INVESTING April 21, 2020 A sharp drop in oil prices ended the S&P 500’s record-breaking rally. Lawmakers, business leaders and healthcare professionals around the country are searching for solutions to curtail the spread of COVID-19 and reopen the U.S. economy. A sharp drop in the price of oil disrupted the financial markets this […]

MARKETS AND INVESTING April 16, 2020 Though it may not feel like it, the S&P 500 index just experienced its strongest 16-day period since 1938. Each day brings more news – some of it encouraging, some of it not – about efforts to curtail the spread of COVID-19 and reopen the U.S. economy. Lawmakers at […]

MARKETS AND INVESTING April 09, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy will get a ‘spring in its step’ once virus is curtailed Stimulus measures to help nation ‘weather the storm’ Earnings season will not be ‘all roses’ due to virus impact While we still hope “April showers bring […]

MARKETS AND INVESTING April 08, 2020 U.S. equities have regained strength in recent days, but a rapid economic recovery remains unlikely. “U.S. equities continued their recent move higher and are now up over 20% off of the lows set on March 23,” Chief Investment Officer Larry Adam said. “If this positive performance holds into market […]