Investment Strategy

MARKETS & INVESTING April 03, 2023   In the face of volatile conditions, the major indices ended the first quarter of 2023 up. Events through March would again test a market that has continued to demonstrate resilience. While volatile conditions remain, and despite equities’ February retreat carrying into mid-March, the major indices ended the first […]

MARKETS & INVESTING April 03, 2023   Rob Tayloe discusses fixed income market conditions and offers insight for bond investors. In our experience, we typically work with financial advisors and investors who are seeking to maximize return and/or minimize risk in their portfolios based on their individual goals and needs. When deciding to do a […]

MARKETS & INVESTING March 31, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Winners don’t always stay on top Having a balanced offense and defense is key Stay focused on the long game This year’s men’s basketball tournament is one for the history books! Aside from the usual bracket busters […]

MARKETS & INVESTING March 31, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 has done well to recover from banking sector concerns over the past few weeks. However, the rally has been a bit more uneven beneath the surface, reflecting the […]