Investment Strategy

Markets & Investing March 03, 2025 As daily headlines drive volatility, the market has avoided overreacting thus far. A torrent of headlines churned U.S. equity markets in February, which – bolstered by the underlying strength of the U.S. economy – closed down, but still near record highs. A quick rundown of the ongoing tensions: The […]

Markets & Investing February 28, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Recent tech underperformance is inconsistent with fundamentals Despite growth scare, U.S. economy remains on solid footing Government shutdowns typically only lead to short-term volatility What a whirlwind! In the five weeks since President Trump began his second term, […]

Markets & Investing February 24, 2025 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge The overall size of the municipal bond market is over $4 trillion. While this a very large market, an investor’s personal situation combined with the nuances of the municipal bond market can […]

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 […]