Investment Strategy

MARKETS & INVESTING September 11, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. A portfolio of individual bonds provides something that is somewhat unique in the investment world: a known outcome*. If held until the bond is redeemed (either by call or maturity), the annual yield earned for […]

MARKETS & INVESTING September 08, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Start saving for your retirement early Staying the course will lead to better outcomes Be mindful of age-appropriate asset allocations Happy National 401(k) Day! Did you even know there was a day dedicated to celebrating saving for retirement? […]

MARKETS & INVESTING September 05, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. In general, portfolios can be split into growth assets and principal protecting assets. Growth assets tend to have greater risk coupled with greater income/reward. These assets potentially “grow” your wealth. Principal protecting assets tend to […]

MARKETS & INVESTING September 01, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Growth boost is likely to prove short-lived Weaker growth will drive Treasury yields lower Still cautious on equities near term Happy Labor Day! This weekend marks the ‘unofficial end’ to summer – the last weekend to squeeze […]