Investment Strategy
A substantial collection of fixed income opportunities
May 05, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. One of the advantages of individual bonds is the ability to custom-select bonds that fit individual needs and/or goals. Every investor is different in terms of age, willingness to take on risk, lifestyle, wealth accumulation, tax bracket, state of residency, and their vision […]
Looking beyond President Trump’s first 100 days in office
Markets & Investing May 02, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Substantial shifts in U.S. trade Policy dent confidence U.S. assets broadly underperformed during trump’s first 100 days Policy pivot to growth-friendly tax cuts could boost confidence This week marks the first 100 days of President Trump’s second term in office—and […]
April showered with tariff talk, market volatility
Markets & Investing April 30, 2025 Expect uncertainty to continue in the near term. Uncertainty reigned through April and likely will continue to do so, at least in the near term. Markets have reacted, both negatively and positively, to every headline coming out of Washington. On April 2, President Donald Trump’s declaration of “Liberation Day” sparked a […]
The dual benefits of non-cash donations
Estate & Giving Maximize your philanthropic mission and minimize taxes. You know the saying “cash is king”? That’s not necessarily true, especially when it comes to making charitable contributions to the causes you care about. There’s an opportunity to maximize your philanthropic gift and minimize your taxes with the donation of non-cash assets. And the […]