Investment Strategy

MARKETS & INVESTING October 02, 2023   CIO Larry Adam and his team share their outlook as the economy and financial markets chart their course for the remainder of this year and 2024. To read the full article, see the Investment Strategy Quarterly publication linked below. Investors had gotten used to smooth sailing with the […]

MARKETS & INVESTING October 02, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. When the media speaks of the yield curve, they are likely referring to the Treasury yield curve. It is the point of reference for interest rate levels and investment comparison. Although Treasuries may be a […]

MARKETS & INVESTING September 29, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning signals for some time now, […]

MARKETS & INVESTING September 25, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years. Inflation […]