Investment Strategy

MARKETS & INVESTING September 16, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating the third consecutive 0.75% rate hike Retailers are discounting as they offload inventories The streak of declining gas prices continues All eyes are (still) on the Fed! With the August inflation reading coming in hotter-than-expected, investors […]

MARKETS & INVESTING September 16, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: We don’t enjoy the phrase “data-dependent” any more than you, but it is the environment we are in right now. Investors have been conditioned for years to take “bad […]

ECONOMY & POLICY September 13, 2022   The S&P 500 had its worst day since March 2020, but don’t lose sight of the bigger picture, said Larry Adam, chief investment officer at Raymond James. The financial markets have had a laser focus on inflation as it has such a huge impact on the prospects of […]

MARKETS & INVESTING September 12, 2022   By Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Owning bonds with call features is common for investors with a fixed income allocation consisting of individual bonds. As with any feature of securities you own, it is important to understand how those features […]