Investment Strategy

MARKETS & INVESTING June 26, 2023   Rob Tayloe discusses fixed income market conditions and offers insight for bond investors. Many questions should be addressed when figuring out what bonds to purchase for your portfolio, including: What is the risk tolerance? What is the time horizon? What are the federal and state (local) tax brackets? […]

MARKETS & INVESTING June 23, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s tightening cycle may not be over Earnings trends will be key to watch for equity direction Corporate bond yields exceed S&P 500 earnings yields This past Wednesday marked the official start of summer! The summer […]

MARKETS & INVESTING June 20, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. You bought bonds when interest rates were lower. Now rates are considerably higher – so why not sell the bonds and reinvest in the better yields? You have the right idea… for investing new money […]

MARKETS & INVESTING June 16, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s dot plot signals a higher terminal rate Inflation continues to move in the right direction Extended pause will drive growth and inflation lower It’s hard to believe that the iconic movie musical, Grease, celebrates its […]