Investment Strategy

MARKETS & INVESTING December 04, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We’re in the final month of 2023 and what a wild ride it has been. The financial markets, investor opinions, and world events have been all over the place – so bear with me this […]

MARKETS & INVESTING December 01, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong bond rally delivers best monthly return since 1985 S&P 500 monthly gain was the seventh best in 30 years 60/40 portfolio posts second best monthly return in 30 years November was a pivotal month for the […]

MARKETS & INVESTING November 30, 2023   The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021. A monthlong feast, November had a dish to suit nearly every taste. The four-week rally sent major market indices to near or beyond the year-to-date peaks reached at the end of […]

MARKETS & INVESTING November 27, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The volatility experienced across the bond market over the past several months is a good reminder of two important truths: 1) things can change quickly, and 2) there is no guarantee of a return to […]