Investment Strategy

MARKETS & INVESTING September 09, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Following the sharp pullback from the 200-DMA over the last few weeks, the market has been able to find some footing around the 3,900 area after getting oversold, which […]

MARKETS & INVESTING September 06, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Sometimes a picture is indeed worth a thousand words. The Treasury market has plunged during the month of August raising two year and five year interest rates 62 and 72 basis points respectively. Treasury yields […]

MARKETS & INVESTING September 02, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways S&P 500 won’t notch its 7th consecutive positive summer The markets were too quick to price in rate cuts Resilient earnings boosted the mid-summer rally As Labor Day, the ‘unofficial’ end to summer, draws near, investors have […]

MARKETS & INVESTING September 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 has now pulled back ~9% over the past two weeks, fueled last Friday by the market’s reaction to Fed Chair Powell’s hawkish tone at Jackson Hole. […]