Investment Strategy

MARKETS & INVESTING March 01, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Jobs report holds the key to where growth is heading Powell’s testimony to Congress may provide insights President Biden needs to talk up his record at the SOTU Hello March! As we turn the chapter on February […]

MARKETS & INVESTING February 29, 2024   Technology sector benefiting from artificial intelligence enthusiasm. Equity investors didn’t mind the extra day this February as both domestic large-cap stocks and small-to-mid-cap stocks saw steady gains through the month, bringing both groups into positive territory year-to-date, though the latter continues to lag. The growth in large company […]

MARKETS & INVESTING February 26, 2024   Rob Tayloe discusses fixed income market conditions and offers insight for bond investors. When it comes to making decisions in our daily lives, most of us stick to a certain way of doing things. If we are conditioned to take the same route, we always do to get […]

MARKETS & INVESTING February 23, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Stocks have continued to leap higher Bonds still have not recovered from their losses Economic growth has not skipped a beat We’re having another leap year! This year, February will include another day – the ‘bonus’ day […]