Investment Strategy

FAMILY & LIFESTYLE   These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know […]

MARKETS & INVESTING January 31, 2024   A period of market volatility and consolidation is likely as markets have already priced in much of the economy’s good news. The report card is in. Despite high interest rates, elevated inflation and a challenging market environment, U.S. gross domestic product grew a strong 3.1% in 2023. And […]

MARKETS & INVESTING January 26, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Watching the Fed and quarterly refunding update The pace of job gains should continue to slow Tech earnings next week will be in the limelight This week marks the 100th anniversary of the Winter Olympics. In 1924, […]

MARKETS & INVESTING January 22, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Many investors buy individual bonds as a means to preserve their wealth. They can serve as a method to balance growth assets (such as stocks). We’ve talked a lot about how interest rates are currently […]