Investment Strategy

MARKETS & INVESTING October 24, 2022   It is difficult to convince yourself that if things are going a certain way they will not continue down the same path indefinitely. While deep down we know this isn’t the case, it is sometimes hard for the rational part of our brain to convince the irrational, trend […]

MARKETS & INVESTING October 21, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The third quarter 2022 earnings season may be better than feared The consumer is healthy but becoming more discerning Strong earnings expected from the energy sector Yesterday was World Statistics Day! While it is only officially celebrated […]

MARKETS & INVESTING October 21, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 is attempting to bounce after pulling in ~17% since the mid-August peak. While the predominant market trend remains lower for now, we do believe an oversold rally could […]

MARKETS & INVESTING October 17, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. CPI (Consumer Price Index) data for September came in higher than market expectations across the board. The headline number came in at 8.2% year-over-year (8.1% was expected). Core month-over-month CPI, which many view as the […]