Investment Strategy

MARKETS & INVESTING December 12, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes opportunities present themselves but it only matters if we act on them. Although many investors utilize fixed income primarily to protect principal and balance the growth assets in the portfolio, being able to capitalize […]

MARKETS & INVESTING December 09, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fed largely expected to raise rates by 0.5% Some effects of past rate hikes starting to show Powell’s rhetoric will have to thread the needle The Fed is about to lay all its cards on the table […]

MARKETS & INVESTING December 09, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Last week’s market enthusiasm following Federl Reserve (Fed) Chairman Jerome Powell’s speech has quickly turned to focus on the sharply inverted yield curve (which continues to worsen) and hesitancy ahead of […]

MARKETS & INVESTING December 05, 2022   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Correctly timing the market, which requires predicting the future, is difficult at best and realistically is an impossible task to do consistently. So while we hear market forecasts and predictions on a daily basis from […]