Investment Strategy

MARKETS AND INVESTING February 28, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Expectations for Fed action ‘leap’ higher on virus fears Selectivity is critical should you ‘leap’ into equity market Yields fall to record lows as investors ‘leap’ to safety Leap days occur every four years to synchronize our calendar […]

MARKETS AND INVESTING February 27, 2020 Markets have been skittish following the news of a coronavirus case in California with no clear point of origin. Many investors have been following the coronavirus updates, and those in the U.S. are paying close attention to its potential impact on Americans. Equity markets have been skittish throughout the […]

MARKETS AND INVESTING February 24, 2020 U.S. equity indices fell over 3% on continued news of the coronavirus’ spread. As coronavirus cases continue to escalate in several new regions, like South Korea, Italy, Japan, Iran, Singapore and the United States, Raymond James Healthcare Policy Analyst Chris Meekins believes we are now in the midst of […]

MARKETS AND INVESTING February 21, 2020 Key Takeaways Virus should not ‘hold down’ global economy for long Strong equity market fundamentals are not a ‘lie’ ‘Reality’ of delegate projections starting to set in Jiminy Cricket! It’s been 80 years since the release of Walt Disney’s Pinocchio, an animated film about a puppet brought to life […]