Investment Strategy

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 […]

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 […]