Investment Strategy
Hot inflation report sparks panic, misses bigger picture
ECONOMY & POLICY September 13, 2022 The S&P 500 had its worst day since March 2020, but don’t lose sight of the bigger picture, said Larry Adam, chief investment officer at Raymond James. The financial markets have had a laser focus on inflation as it has such a huge impact on the prospects of […]
Making sense of callable bonds
MARKETS & INVESTING September 12, 2022 By Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Owning bonds with call features is common for investors with a fixed income allocation consisting of individual bonds. As with any feature of securities you own, it is important to understand how those features […]
New sectors expand real estate investment universe
TECHNOLOGY & INNOVATION Instead of residences and retail, think self-storage and healthcare. Many individuals’ only real estate investment is their primary residence, which may make up a significant portion of their overall net worth. However, some want to add exposure to the sector, and these real estate investors can now look beyond traditional residential […]
Weekly investment strategy
MARKETS & INVESTING September 09, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating improvements in the August inflation reports Retailers are discounting as they offload inventories The streak of declining gas prices continues The lights are on, and the stadiums are packed which means football is finally back! While the […]