Investment Strategy

MARKETS & INVESTING November 18, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The S&P 500 has rallied ~15% from the lows in mid-October, underpinned by better-than-expected inflationary reports over the past week. Last Thursday’s CPI reading of 0.27% m/m came in well below […]

MARKETS & INVESTING November 14, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Different tools allow you to perform an undertaking easier than others. You may be able to dig a hole in the garden with a screwdriver, but it is a whole lot easier, more effective and […]

MARKETS & INVESTING November 11, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Politics aren’t a key driver of the markets Volatility from a government shutdown is often short lived The Fed may end its streak of 75 basis points rate hikes As we celebrate Veterans Day, we acknowledge and […]

MARKETS & INVESTING November 11, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equities surged on November 10 in response to the October CPI report, which showed the lowest monthly growth rate of core CPI in a year – S&P 500 +5.5%, Nasdaq Composite […]