Investment Strategy

MARKETS AND INVESTING November 02, 2020 On Oct. 30, the S&P 500 was within 2% of its 2019 closing level, while the technology-focused NASDAQ grew more than 20% over the same period. The market through October continued to make the case for a steady approach to investing, especially as this is a historically volatile time […]

MARKETS AND INVESTING October 23, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Some polls suggesting a more closely contested race Challenger Biden still leading in all six swing states Strong economic data & earnings may help Trump’s bid It’s the final countdown! Our country is just 11 days away from […]

MARKETS AND INVESTING October 16, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Not all industries ‘reaping the benefits’ of the recovery 3Q20 earnings season may ‘plant the seeds’ for 2021 ‘Don’t bet the farm’ on yields moving substantially higher This week we celebrated National Farmer’s Day, a holiday that goes […]

MARKETS AND INVESTING October 09, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Some industries have reached a recovery ‘stalemate’ Labor market still trying to ‘maneuver’ COVID-19 Congress still going ‘head-to-head’ over stimulus deal Tomorrow is National Chess Day, a holiday that has been in existence since its proclamation by President […]