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Investment Strategy

The U.S. economy keeps dodging obstacles

MARKETS & INVESTING April 05, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy will have the softest of soft landings Investors should ‘gobble up’ attractive coupon income Near-term pullback should not derail the bull market Are you ready for The Next Level Up? While artificial intelligence and new technologies […]

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March highlighted by markets rising to record highs

MARKETS & INVESTING April 01, 2024   Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year. March was a month of new records. All three major equity indices — the S&P 500, Dow Jones Industrial Average and Nasdaq — hit all-time highs and […]

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The next level of play in the financial markets

MARKETS & INVESTING April 01, 2024   Raymond James CIO Larry Adam reminds investors they need to be well prepared and ready for any challenges that may come their way. To read the full article, see the Investment Strategy Quarterly publication linked below. With technology changing the way we live, we are taking a trip […]

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No fooling – a silver lining for investors

MARKETS & INVESTING April 01, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. For lack of a better word, the fixed-income mantra is getting stale. Interest rates have peaked, and they remain at elevated levels, allowing investors to take advantage of higher income and ample cash flow opportunities. […]

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