Investment Strategy

MARKETS & INVESTING August 31, 2022   Stocks started the month on an upswing but ended with volatility. The Federal Reserve’s (Fed’s) resolve, the end of a rally, trouble overseas and a strong jobs growth report were some of the ingredients of August’s strange brew of market news and events. We entered August in the […]

MARKETS & INVESTING August 26, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Weaker euro compounds pricing pressures Energy prices prolonging Europe’s inflation peak European economy inching closer to a recession Traffic signs provide critical information to drivers—indicating what to expect up ahead, creating order on roadways, and hopefully ensuring […]

MARKETS & INVESTING August 26, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Equities have consolidated some of their recent gains over the past week (down ~4% following the two-month 17% rally). Investors will be closely listening to Fed Chair Powell’s speech […]

MARKETS & INVESTING August 22, 2022   Beau Snowden discusses fixed income market conditions and offers insight for bond investors. Most investors of individual bonds hold their bonds to maturity or until they are called by the issuer. However, the bond market can present opportunities to improve the composition of portfolios, by taking gains, or […]