Investment Strategy
Portfolio balance
January 12, 2026 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Stocks and bonds can each play a role in a portfolio. Neither is necessarily better or worse… they are just different. Owning a share of stock means that you own a piece of the entity. Owning a bond means […]
12 wishes for the economy and markets
Markets & Investing December 19, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways Fading uncertainty and fiscal tailwinds should lift us economic growth Weak labor trends unlikely to morph into a sharper downturn Solid earnings growth and a resilient economy should support us equities Before we turn the page on 2025, […]
Tax-saving moves to consider before year end
Tax Planning Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill. As the year comes to a close, it may be a good time to check on your investments with an eye toward tax implications. Keeping long-term investment goals in mind, a trusted advisor can help you consider adjustments […]
Fed decision
December 01, 2025 Rob Tayloe discusses fixed income market conditions and offers insight for bond investors. There has been a lot of indecision about whether the Fed will cut rates at the next meeting on December 9 and 10. The market’s anticipation about how the committee will react has driven market volatility throughout November. Click […]