Investment Strategy

MARKETS AND INVESTING June 12, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Robust Recovery Is The General ‘School Of Thought’ Investors Hope A Second Wave Is ‘The Road Not Taken’ Valuations Require Investors To ‘Put Their Thinking Caps On’ Congratulations to the Class of 2020! I must admit, when I […]

MARKETS AND INVESTING June 05, 2020 Review the latest Weekly Headings from CIO Larry Adam. Key Takeaways Economic recovery will be a ‘marathon not a sprint’ Economic optimism harmed if COVID-19 gets a ‘second wind’ Stimulus helped equity market rally take its first ‘steps’ This past Wednesday, over 28,000 runners (my family included!) across the […]

MARKETS AND INVESTING June 01, 2020 U.S. equity growth has been led by companies benefiting from heavy exposure to technology and an increase in remote work. Stocks continued to move higher in May, as the S&P 500 rallied for a second consecutive month. Continued stimulus from fiscal and monetary authorities has boosted equities, bolstering expectations […]

MARKETS AND INVESTING May 29, 2020 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Real-time indicators ‘ringing in’ the start of a rebound Equity market not ‘alarmed’ yet by escalating U.S./China tensions ‘Bells still chiming’ for growth-oriented sectors Our ears are ringing as the iconic bell on the New York Stock Exchange […]