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Investment Strategy

Five dynamics that could drive the financial markets

MARKETS & INVESTING May 24, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation should resume its downward trend Positive earnings streak should continue Expect some election volatility this summer While Memorial Day ushers in a fun-filled weekend of festivities, family picnics and barbeques with friends – we must always […]

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Consumers are becoming more discerning

MARKETS & INVESTING May 17, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Interest rates and inflation dent consumer confidence Consumers are becoming more discerning Household balance sheets remain healthy As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be […]

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Don’t fear the language – understand it

MARKETS & INVESTING May 13, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The finance world can get complicated, especially for the passive or uninterested investor. Let’s face it, some of us are not curious about sports, movies, exercise, reading, or other things while others of us carry […]

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Five key takeaways from earnings season

MARKETS & INVESTING May 10, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mega-Cap Tech Continues To Drive S&P 500’s Earnings Shareholder-Friendly Activity Is Back! Consumers Are Becoming More Discerning Happy National Small Business Day! Every year on May 10, small businesses are officially recognized for their contributions to the […]

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