Investment Strategy

MARKETS AND INVESTING April 01, 2020 The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, […]

MARKETS AND INVESTING March 31, 2020 All three major U.S. equity indices ended well into record-breaking negative territory. To say that a lot has changed in the last month is a tremendous understatement. The markets are playing a weak supporting role to the worst healthcare challenge in our generation, as well as the worst economic […]

MARKETS AND INVESTING March 27, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s intervention helps ‘buttress’ the bond market Historic stimulus package ‘builds bridge’ of support Equity rebound is on ‘the other side’ of the outbreak Bridges are built to safely transport people over a chasm. In the absence […]

MARKETS AND INVESTING March 20, 2020 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways ‘Bearing witness’ to unprecedented volatility The fed ‘bears a hand’ in stabilizing the economy US consumers will eventually  ‘come out of hibernation’ The economic and financial market carnage of the coronavirus continued in yet another unbearable week for […]