Investment Strategy

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 […]

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 […]

MARKETS & INVESTING May 06, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It can be easy to overthink the markets and it is human nature to try to out-guess, out-maneuver, or out-smart the average, but perhaps we can step back and simplify what seems to be occurring: […]

MARKETS & INVESTING April 29, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. One of the main advantages of constructing a portfolio of individual bonds is that it can be customized to meet the precise needs, wants, and objectives of the investor. While this approach allows for a […]