Investment Strategy

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 […]

MARKETS & INVESTING August 31, 2023   A strong rally for equities in the last week of trading narrowed the month’s loss, but fell short of closing it. A steady stream of news helped drain enthusiasm from the equities markets through most of August, snapping a five-month growth streak at a time of the year […]

MARKETS & INVESTING August 28, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving unlike purposes. […]