Investment Strategy

Markets & Investing October 31, 2024   The S&P 500 narrowly misses a sixth consecutive month with positive performance. Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) […]

Markets & Investing October 28, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting. Treasury yields have been creeping up […]

Markets & Investing October 25, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Gridlock in Congress remains the most likely scenario Macro fundamentals remain the long-term driver of the market Avoid knee-jerk reactions to portfolios based on election outcomes The long and winding road to one of the most unusual […]

Markets & Investing October 21, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The FOMC lowered the Fed Funds rate by 50 basis points at their September meeting. This was the first cut in over four years and the start of what is expected to be a multi-year […]