Investment Strategy
How have markets and economy evolved since the last leap year?
MARKETS & INVESTING February 23, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Stocks have continued to leap higher Bonds still have not recovered from their losses Economic growth has not skipped a beat We’re having another leap year! This year, February will include another day – the ‘bonus’ day […]
The equity market endures, regardless of who is in office
MARKETS & INVESTING February 16, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Perception versus reality remains a challenge for Biden Fed policymakers are not influenced by politics The equity market endures regardless of who is in office Ready for the long holiday weekend? The origins of Presidents Day can […]
Product flexibility
MARKETS & INVESTING February 12, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. One of the major benefits of municipal bonds is that the interest earned is exempt from federal income taxes. The appeal of earning money that you do not have to pay taxes on understandably piques […]
Emerging storylines from earnings season
MARKETS & INVESTING February 09, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘playcaller’ of the economy China a ‘turnover’ for company profits Ready for Game Day? This weekend over 200 million fans are expected to tune in to watch a rematch […]