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Investment Strategy

Volatility Spikes; First Monthly S&P 500 Loss Since October

February 1, 2021 Despite hitting five new record highs during January, the S&P 500 posted an overall loss for the month. February begins with a stack of important economic scorecards. Among them are the last of the fourth-quarter corporate earnings reports, last week’s assessment of the 2020 gross domestic product (GDP), unemployment figures, consumer spending, […]

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Don’t Let the Market Push You Around

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 […]

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Weekly Investment Strategy

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 […]

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Weekly Investment Strategy

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 […]

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