Investment Strategy
The Federal Reserve’s path forward amid geopolitical tensions and labor data
Markets & Investing March 13, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways The Fed’s new economic projections are fraught with even more uncertainty The Middle East conflict is unlikely to derail growth in a meaningful way Soft jobs and soon‑to‑be hot inflation put the Fed in a difficult position March […]
Navigating asset allocation
February 17, 2026 Keith Parrish discusses fixed income market conditions and offers insight for bond investors. Investors have long known balance is a key aspect of portfolio design. It presents a chance to achieve long-term growth and protect hard-earned assets at the same time. Investors often debate the appropriate balance between stocks and bonds or […]
Tech views and takeaways from 4Q25 earnings
Markets & Investing February 06, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways 4Q25 S&P 500 earnings are on track for another quarter of double-digit growth While tech has lagged YTD, MAGMAN* has delivered another strong earnings season Market performance is broadening on improving fundamentals Recent tech headlines have stirred up […]
Preparing for the storm
Markets & Investing February 09, 2026 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. There are reasons people dig storm shelters in Tornado Alley, build their houses on higher ground on the coast of Florida, and at a basic level why most of us buy insurance. It is to prepare […]
