Investment Strategy

Markets & Investing October 10, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech and its derivatives have led returns thus far After hefty multiple expansion, earnings will need to take the driver’s seat History and fundamentals suggest the bull market can continue Birthdays and anniversaries give us a chance to […]

Markets & Investing September 15, 2025 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. Individual investment grade bonds have two main purposes for investors. First, they provide a higher degree of safety of principal as most have a defined timeline when an investor can expect a return of invested capital. […]

Markets & Investing September 12, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways After a nine-month pause – the Fed will resume rate cuts next week The Fed still faces a balancing act – with sluggish job growth and rising inflation Much of the good news is largely priced into financial markets […]

Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]