Investment Strategy

MARKETS & INVESTING May 17, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Interest rates and inflation dent consumer confidence Consumers are becoming more discerning Household balance sheets remain healthy As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be […]

MARKETS & INVESTING May 13, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The finance world can get complicated, especially for the passive or uninterested investor. Let’s face it, some of us are not curious about sports, movies, exercise, reading, or other things while others of us carry […]

MARKETS & INVESTING May 10, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mega-Cap Tech Continues To Drive S&P 500’s Earnings Shareholder-Friendly Activity Is Back! Consumers Are Becoming More Discerning Happy National Small Business Day! Every year on May 10, small businesses are officially recognized for their contributions to the […]

MARKETS & INVESTING May 06, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. It can be easy to overthink the markets and it is human nature to try to out-guess, out-maneuver, or out-smart the average, but perhaps we can step back and simplify what seems to be occurring: […]