Investment Strategy

MARKETS & INVESTING February 24, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways National security concerns will drive defense budgets higher Shifting alliances pose a growing risk Food and energy security remain a top concern Today marks the one-year anniversary of Russia’s war with Ukraine. Sadly, there is no end […]

MARKETS & INVESTING February 24, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. The market finally took a breather this week after a strong start to the calendar year. While we thought a “rest” was inevitable as the market was in overbought territory, the […]

MARKETS & INVESTING February 17, 2023   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Equity markets have experienced a strong start to the year – the average S&P 500 stock is up ~8% YTD with outperformance coming from the higher-beta, harder-hit areas in last year’s […]

MARKETS & INVESTING February 13, 2023   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Ask yourself why you are investing in fixed income. Not why do most people invest in fixed income or how do most people utilize fixed income in their portfolio, but why are YOU investing in fixed income? […]