Investment Strategy

February 12, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Rescue package isn’t the one & only deal expected Still smitten with emerging market equities The health care sector still has our heart Happy (Early) Valentine’s Day! Given that the COVID-19 pandemic has caused the loss of nearly a half million […]

February 8, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Certain events or comments send the markets into action. It could be a recognized municipal expert forecasting a wave of municipal failures causing investors to panic and sell credits that never wind up defaulting. It could be economists predicting […]

February 5, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways US Economy ‘Running The Route’ To Recovery Equity Market ‘Rooting For The Home Team’ Big Tech Stars ‘Shine’ In 4Q20 Earnings Season Raymond James Stadium is ready to be the host site for the Big Game, with at least 100 million […]

February 05, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 has rebounded, looking like it will shake off last week’s short term pullback of -3.5% in 3 days. The S&P 500 index as a whole did not get completely oversold, but short […]