Investment Strategy
Fed decision
December 01, 2025 Rob Tayloe discusses fixed income market conditions and offers insight for bond investors. There has been a lot of indecision about whether the Fed will cut rates at the next meeting on December 9 and 10. The market’s anticipation about how the committee will react has driven market volatility throughout November. Click […]
Investors have much to be thankful for in 2025
Markets & Investing November 21, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways The S&P 500 index sails past the third year of the bull market Tech grabs the spotlight, but seven S&P 500 sectors have hit all-time highs 10 out of 11 S&P 500 sectors are currently posting year-to-date gains […]
Is AI enthusiasm creating a technology bubble?
Markets & Investing November 14, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways Tech comparisons to the dotcom era of the late 1990s are overstated Today’s AI leaders are supported by solid fundamentals and real profits AI demand continues to outpace supply, leading to significant capex spending Skywatchers are thrilled this […]
Expansionary & recessionary periods
Markets & Investing November 10, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. An economic expansion is defined as a period during which the economy is growing, characterized by increased activity and robust employment. The Gross Domestic Product (GDP) is rising. Conversely, a recessionary period occurs when there is […]