Investment Strategy

MARKETS & INVESTING February 05, 2024   Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The world had a pandemic – COVID-19. This pandemic unfortunately and unbiasedly took lives, created widespread fear, and rocked the economic world. The U.S. threw a lot of money at this challenge, […]

MARKETS & INVESTING February 02, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed is unlikely to cut rates in March Tech-related sectors can continue to outperform Early signs point to a Trump-Biden rematch Happy Groundhog Day! Every year on February 2, people gather to see if Punxsutawney Phil sees […]

FAMILY & LIFESTYLE   These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know […]

MARKETS & INVESTING January 31, 2024   A period of market volatility and consolidation is likely as markets have already priced in much of the economy’s good news. The report card is in. Despite high interest rates, elevated inflation and a challenging market environment, U.S. gross domestic product grew a strong 3.1% in 2023. And […]