Investment Strategy

MARKETS & INVESTING October 03, 2022   By Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I want to start with the conclusion so that there is no confusion. To be clear, growth assets are necessary to grow wealth (call me Mr. Obvious). Protective assets typically provide less return but […]

MARKETS & INVESTING October 03, 2022   The S&P 500, NASDAQ and Dow have all fallen more than 20% from their year-end levels. Inflation remains persistent. To fight it, the Federal Reserve (the Fed) indicated it would need to raise rates higher than originally expected for longer, sending shocks through the market. As in previous […]

MARKETS & INVESTING September 30, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Three consecutive negative quarters for bonds & equities Good news becoming bad news for a more hawkish Fed Anticipating a mild, not severe, recession A September to remember? More like one we’d like to forget! After the […]

MARKETS & INVESTING September 30, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The news seems to increasingly worsen (i.e. currency volatility, sharply higher bond yields, Nordstream pipeline leak, etc.), as is often the case during bear markets. And this impacts human […]