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Investment Strategy

How have markets and the economy performed in 2024?

MARKETS & INVESTING March 22, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. economic growth is still on solid ground Bonds give back some of last year’s gains Equity markets are off to  best start since 2019 Happy National Cleaning Week! Who knew there was a week dedicated to celebrating the annual […]

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Why buy fixed income?

MARKETS & INVESTING March 18, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes it seems as though market products are pitted against each other. The consideration is based on the latest news or potential forecast that improves an investor’s at-the-moment potential. The reality is that long-term strategic […]

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U.S. economic growth has defied the odds

MARKETS & INVESTING March 15, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways U.S. economic growth has defied the odds The labor market is off to a strong start to the year The road to 2% inflation may be bumpy, but is still intact Happy Saint Patrick’s Day and the […]

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An asset class comparison

MARKETS & INVESTING March 11, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, fixed income is intended to serve as the ballast of a portfolio. This means that it hopefully provides stability in turbulent times while providing consistent and known income, cash flow, and return […]

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