Investment Strategy

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 […]

TECHNOLOGY & INNOVATION   Instead of residences and retail, think self-storage and healthcare. Many individuals’ only real estate investment is their primary residence, which may make up a significant portion of their overall net worth. However, some want to add exposure to the sector, and these real estate investors can now look beyond traditional residential […]