Investment Strategy

February 1, 2021 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Growth assets are allocated to growth oriented products in order to provide growth.  Principal preservation assets are allocated to products that preserve principal in order to preserve principal. Yes, I am aware that those two statements likely did not […]

January 29, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Congress to put the “rescue” stimulus ‘pieces together’ Second wave vaccines may ‘connect’ us all sooner 2021 earnings rebound to complete the ‘picture’ Today is National Puzzle Day! Whether it be a crossword, a jigsaw, or a word search, puzzles test […]

January 22, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 4Q20 earnings season is about to be ‘rockin’ n’ rollin’’ Revisions ‘marching to the beat of their own drum’ 2021 earnings rebound could ‘soothe’ the market’s ‘soul’ Tomorrow is the 35th Anniversary of the first induction into the Rock and Roll […]

January 22, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Q4 earnings season is off to a solid start fundamentally. 87% of S&P 500 companies are beating their earnings estimates by an aggregate surprise of 20.4% so far, in line with the historically […]