Investment Strategy

Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Twas two weeks before Christmas, when all through the house, COVID was stirring, a vaccine needed to dowse. The options were sprung from pharmaceuticals with dare, In hopes that its effectiveness would meet world’s prayer. Quarantines, closures, patients in beds, While visions […]

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Last week, intermediate and long Treasury yields shot higher (relatively speaking) with the 10-year yield increasing by ~15 basis points over the course of the week, flirting with the 1.00% threshold late Friday morning. While we have been lulled to sleep by […]

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Third surge not making a ‘mark’ on market volatility Widely available vaccine won’t set us ‘free’ until next year Biden may ‘call’ for tax overhaul with Senate control It’s Bingo’s birthday month! For a game that has been around since the 1500s, it deserves […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary November equity market returns were for the record books, as the S&P 500 posted a 10.75% gain, the Dow Jones Industrial Average was up 12% (the best month since 1987), and the Russell 2000 was up […]