Investment Strategy

MARKETS & INVESTING October 31, 2023   Equities pulled back for a third straight month in October while navigating through persistent headwinds. Many words have been published about the U.S. economy plowing through conventional expectations amid the Federal Reserve’s (Fed) campaign to lower inflation by raising interest rates. Through October, this theme would continue as […]

MARKETS & INVESTING October 30, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Yields are at some of their highest levels in over a decade. This means that if you own fixed income in your portfolio, there is a good chance that you are seeing unrealized losses on […]

MARKETS & INVESTING October 27, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Favorable seasonals should provide a tailwind The market may be misinterpreting mega earnings Contrarian catalyst as sentiment has turned bearish Much like Halloween, it has been a scary time for investors – with the S&P 500 nearly […]

MARKETS & INVESTING October 23, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Higher for longer. The Federal Reserve will likely maintain higher interest rates and remain open to another rate hike. Borrowing costs for households, businesses and governments have risen with soaring rates. Inflation remains sticky…yet growth […]