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Investment Strategy

Don’t slight historical wisdom

MARKETS & INVESTING August 07, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. In an era of instant gratification, it should not be a surprise that the market has been trending ahead of itself. The competitive nature of this country has developed technology, produced goods, created wealth and […]

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July employment comes in weaker than expected

MARKETS & INVESTING August 04, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for stargazing! […]

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Sometimes performance is enough

MARKETS & INVESTING July 31, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. In the active-management world that most market commentary comes from, the focus is often on trying to do something to outperform the market. Through the lens of a portfolio manager, the “market” is typically whatever […]

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How to help mitigate the negative impacts of market swings

MARKETS & INVESTING   Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs. Market volatility is an inevitable part of investing. And, understandably, that tumultuous times will likely trigger emotional responses to match. But it’s important to take a deep breath, focus on your […]

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