Investment Strategy

MARKETS & INVESTING August 12, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Job gains & wage growth support consumer spending Homebuyers & renters starting to see some relief Guidance from retailers will indicate consumer strength Planes, trains, and automobiles! Terminals are packed, stations are crowded, and highways are congested […]

MARKETS & INVESTING August 12, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Equities continued their rally over the past week with the S&P 500 now up 16%, Nasdaq Composite up 22%, and Russell 2000 up 20% since the mid-June lows. Better-than-expected […]

MARKETS & INVESTING August 08, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. For a very long period in time, nearly 41 years, Treasury rates have been on a general decline. That is until 2022 came around. So for a very long time, I have heard investors talk […]

MARKETS & INVESTING August 05, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The shift from goods to service spending continues Tech capital expenditures remain healthy Energy capital expenditures will gain momentum While the broad economy may be expanding, not all areas of the economy move at the same pace. […]