Investment Strategy

MARKETS AND INVESTING June 30, 2020 As states ease their COVID-19 lockdown measures, rising case numbers have put pressure on equity markets. After three months of month-to-month gains, the rapid rebound following the S&P 500’s March 23 low slowed in June with the index closing the month only slightly above its opening value. “The equity […]

MARKETS AND INVESTING June 30, 2020 “Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of our nation’s flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for those who are suffering from COVID-19, economic hardship and […]

MARKETS AND INVESTING June 26, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Asset allocation & perspective should go ‘hand-in-hand’ Shutdowns ‘played into’ certain sectors’ ‘hands’ Need ‘all hands on deck’ to mitigate new cases Yesterday was National Handshake Day, a day that hopefully wasn’t practiced and was instead replaced with […]

MARKETS AND INVESTING June 19, 2020 Review the latest Weekly Headings from CIO Larry Adam. Key Takeaways US Economic Recovery Has ‘Many Miles To Go’ Not All Sectors Of Spending Are On The ‘Right Route’ Just Yet Specific Counties May Need To ‘Hit The Breaks’ On Reopening Tomorrow is the summer solstice, the longest day […]