Investment Strategy

MARKETS AND INVESTING September 30, 2020 Despite a September slump, the S&P 500 and NASDAQ wrapped up the third quarter with gains of 8.47% and 11%, respectively. September headwinds are common enough that the S&P 500’s descent from its September 2 all-time peak feels familiar amid an otherwise historic year. Despite this “September effect,” many […]

MARKETS AND INVESTING October 02, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Voters may focus on COVID-19 concerns instead of economic Digital platforms may be used to capture new voters Congress may be closer to a stimulus compromise Just yesterday our team published our updated outlook for the economy and […]

MARKETS AND INVESTING September 25, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer spending is vital to the economy’s ‘bill of health’ Congress still ‘flexing’ partisan agendas instead of stimulus The election may ‘stretch’ volatility higher in the interim Today is National Family Health and Fitness Day! The COVID-19 outbreak […]

MARKETS AND INVESTING September 21, 2020 The Dow Jones Industrial dipped almost 3% on Monday, and the S&P 500 slid more than 2% from the previous week, off about 7% from its recent highs earlier this month. Investors have had a lot to process over the past few days: domestic equity declines on top of […]