Investment Strategy

MARKETS & INVESTING May 31, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways More disinflation in the pipeline Economic growth is moderating The labor market remains on solid ground With 1Q24 earnings season in the rearview mirror, the market’s attention will shift from focusing on micro factors (e.g., individual stock […]

MARKETS & INVESTING   It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals. As the name implies, loss aversion is our instinct to not just prefer a gain over a loss but to prioritize avoiding losses over almost anything. It might sound wise to try […]

MARKETS & INVESTING May 28, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. When constructing a fixed income portfolio, product choice depends on a range of factors. Some of these factors are investor driven while some are market driven. Variables such as risk tolerance, liquidity needs, account type, […]

MARKETS & INVESTING May 24, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Inflation should resume its downward trend Positive earnings streak should continue Expect some election volatility this summer While Memorial Day ushers in a fun-filled weekend of festivities, family picnics and barbeques with friends – we must always […]