Investment Strategy
Emerging storylines from earnings season
MARKETS & INVESTING February 09, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘playcaller’ of the economy China a ‘turnover’ for company profits Ready for Game Day? This weekend over 200 million fans are expected to tune in to watch a rematch […]
Kicking the can down the road
MARKETS & INVESTING February 05, 2024 Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The world had a pandemic – COVID-19. This pandemic unfortunately and unbiasedly took lives, created widespread fear, and rocked the economic world. The U.S. threw a lot of money at this challenge, […]
Tech-related sectors resume market leadership
MARKETS & INVESTING February 02, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed is unlikely to cut rates in March Tech-related sectors can continue to outperform Early signs point to a Trump-Biden rematch Happy Groundhog Day! Every year on February 2, people gather to see if Punxsutawney Phil sees […]
Did you know 529s are powerful estate planning tools?
FAMILY & LIFESTYLE These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know […]