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Investment Strategy

March highlighted by markets rising to record highs

MARKETS & INVESTING April 01, 2024   Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year. March was a month of new records. All three major equity indices — the S&P 500, Dow Jones Industrial Average and Nasdaq — hit all-time highs and […]

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The next level of play in the financial markets

MARKETS & INVESTING April 01, 2024   Raymond James CIO Larry Adam reminds investors they need to be well prepared and ready for any challenges that may come their way. To read the full article, see the Investment Strategy Quarterly publication linked below. With technology changing the way we live, we are taking a trip […]

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No fooling – a silver lining for investors

MARKETS & INVESTING April 01, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. For lack of a better word, the fixed-income mantra is getting stale. Interest rates have peaked, and they remain at elevated levels, allowing investors to take advantage of higher income and ample cash flow opportunities. […]

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How have markets and the economy performed in 2024?

MARKETS & INVESTING March 22, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. economic growth is still on solid ground Bonds give back some of last year’s gains Equity markets are off to  best start since 2019 Happy National Cleaning Week! Who knew there was a week dedicated to celebrating the annual […]

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