Investment Strategy

Markets & Investing October 07, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Fixed income portfolios utilizing individual bonds allow investors to create tailor made strategies based on individual goals and situations. As such, commentaries usually comprise broad tactics and over-arching themes in an effort to educate, expose, […]

Markets & Investing October 04, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy is on track for a soft landing Bonds are back to being bonds again The equity bull market is still intact Time For A Road Trip! Road trips have been an American staple for […]

Markets & Investing October 01, 2024   Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can’t lose sight of their long-term goals. For more insights, see the Investment Strategy Quarterly publication linked below. With fall in the air, it’s a great time for a road trip! There’s something exciting about the American tradition of hitting the road with friends and family in tow. “It’s not the destination, it’s the journey,” Ralph Waldo Emerson said, but he never had to manage portfolios – both are critically important. Why? Because similar to road trips, even as unexpected detours occur, investors cannot lose sight of their long-term goals. Case in point: as we look at today’s economy and financial markets, we are at a crossroads: Will it be a long straight highway to a soft landing, or will it be a bumpy road to recession? Will November’s election results provide a fork […]

Markets & Investing September 30, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, the fixed income portion of their portfolio is intended to be the ballast of the portfolio. Fixed income investments are well-suited to fill the capital preservation-focused portion of a portfolio for several […]