Investment Strategy
Product flexibility
MARKETS & INVESTING February 12, 2024 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. One of the major benefits of municipal bonds is that the interest earned is exempt from federal income taxes. The appeal of earning money that you do not have to pay taxes on understandably piques […]
Emerging storylines from earnings season
MARKETS & INVESTING February 09, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘playcaller’ of the economy China a ‘turnover’ for company profits Ready for Game Day? This weekend over 200 million fans are expected to tune in to watch a rematch […]
Kicking the can down the road
MARKETS & INVESTING February 05, 2024 Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. The world had a pandemic – COVID-19. This pandemic unfortunately and unbiasedly took lives, created widespread fear, and rocked the economic world. The U.S. threw a lot of money at this challenge, […]
Tech-related sectors resume market leadership
MARKETS & INVESTING February 02, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed is unlikely to cut rates in March Tech-related sectors can continue to outperform Early signs point to a Trump-Biden rematch Happy Groundhog Day! Every year on February 2, people gather to see if Punxsutawney Phil sees […]