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Investment Strategy

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Record US Economic Expansion Still Has ‘Miles’ to Go Positive Seasonality To Help Equity Market Reach Its ‘Peak’ Asset Allocation Critical As Volatility ‘Climbs Higher’ With this week’s start of the fourth quarter, I thought it was the perfect time to provide a summary […]

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Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Hopeful the US & Major Trading Partners Will ‘Come Together’ Here Comes Seasonality to Help Equity Market Be ‘All Right’ US Consumer to ‘Move’ the US Economic Expansion Further Yesterday marked the fiftieth anniversary of the release of ‘Abbey Road,’ The Beatles’ eleventh studio […]

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Weekly Investment Strategy

Key Takeaways GDP and Interest Rates Have Fallen Over the Last 50 Years People Living Longer is a Positive for Health Care Sector Tech Revolution Supportive of Tech and Communication Services Sectors I made it! I am fortunate to be celebrating my fiftieth birthday this week, joining Jennifer Lopez, Jennifer Aniston, Jack Black, Jay-Z, and […]

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Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed ‘Poised’ to Extend Economic Expansion Positive Earnings Growth to ‘Feed’ the Equity Market There is ‘Protective Glass’ Between Equities & the Sleeping Bear Market This week, I had the pleasure of presenting our market outlook to clients at an event held at the […]

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