Investment Strategy

Markets & Investing February 07, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The S&P 500’s 4Q24 earnings season has been scoring touchdowns The tech sector got blitzed by competition from China AI Despite weakness, mega-cap tech earnings are not offsides Ready for the Big Game? This weekend will mark one […]

Markets & Investing February 03, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. When constructing a portfolio, investors who are seeking income have a range of options to choose from. Two of the most popular strategies pursued by income-seeking investors are a portfolio of individual bonds or a portfolio […]

Markets & Investing January 31, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Next week’s data should confirm the economy remains on solid footing The broadening in earnings beyond mega-cap tech is finally occurring Strength in AI investment should continue through 2025 Will the Groundhog See His Shadow This Weekend? After last […]

Markets & Investing January 27, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are several ways to interpret data, yet one of the most influential sources is our perceptions of information through personal experience. A bad experience at a restaurant may sway our desire to revisit. We are […]