Investment Strategy

Markets & Investing February 21, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. Economy continues to be a global growth leader Tariffs pose a bigger risk to the European growth outlook U.S. equities have maintained superior fundamentals February 24 marks the third anniversary of the Ukraine/Russia war. While initial […]

Markets & Investing February 18, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. “Know what you own” is one of the many phrases we use to help describe and define fixed income, the components of bonds, and the characteristics that affect an investor. They emphasize the benefits of owning […]

Markets & Investing February 14, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tariffs could reduce economic growth by up to 0.60% over the next year Tariffs’ impact on inflation could be mitigated by a variety of factors Fed policy will likely remain on hold until there is more clarity Happy […]

Markets & Investing February 10, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Cash flow and income (yield) represent two important features for bond investors shaping their long-term investment strategies. However, cash flow and income sometimes get commingled, potentially creating confusion. Cash flow and yield typically represent two different […]