Investment Strategy

Markets & Investing August 09, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Market narratives can change quickly Volatility is part of the fabric of the market Avoid panic selling during volatile periods What a week it’s been. Market gyrations have captured investors’ attention over the last week as many […]

Markets & Investing August 05, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Hastily, investors have turned their worry about inflation into worry about a recession. The catalyst was Friday’s unexpectedly disappointing unemployment number. Recall that the Fed maintains two prime mandates of maintaining stable prices and maximizing […]

Markets & Investing July 29, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The FOMC meets this week in what will be the one-year anniversary of the last change to the Fed Funds rate. Last July, the FOMC raised the Fed Funds rate 25 basis points to cap […]

Markets & Investing July 26, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Equity volatility increased with the S&P 500 down ~4% Political, economic, earnings uncertainty are all rising We remain cautious on the market near term Is bad news becoming bad news for the equity market? For much of […]