Investment Strategy

Weekly Headings by Chief Investment Officer Larry Adam Key Takeaways Equity markets entering the ‘Dog Days of Summer’ Below average trading volumes can lead to exacerbated price swings Remain patient and position for buying opportunities The origin of the phrase “dog days of summer” traces back to Greek astronomy. The ancient Greeks discovered a 40-day […]

Key Takeaways Activity levels continue to point to economic strength. Negative seasonality and heightened valuations are risks to the market. We caution investors from becoming overly complacent. “Traffic” is the dreaded price we all pay every year as we make our way to the beach for summer vacations. This past week, as my family was […]

Key Takeaways The S&P 500 is off to its best start to a year (19.9%) since 1996. A budget deal and earnings have been recent catalysts. The fed, earnings, and data are key items to watch next week. In my travels this week to Dallas, I discovered that the 2019 Horseshoe Pitching World Championship was […]

Key Takeaways Like Batman, investors cannot resort to superhuman powers when investing. Instead, knowledge, analytical skills and ingenuity are paramount for success. Asset allocation, diversification and risk management are essential dynamics to consider as volatility moves higher. “I’m Batman!” Well, not really, but on the thirty-year anniversary of the re-birth of this superhero on the […]