Investment Strategy

MARKETS & INVESTING June 17, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Inflation remains the primary driver of equity markets currently, and last week’s hot CPI report resulted in a sharp -9% selloff over just four days- pushing the S&P 500 […]

MARKETS & INVESTING June 03, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Soft landing expected for the U.S. economy The health of the consumer remains key Equity markets perform well after soft landings As we approach the official start to summer, one of the defining characteristics of this time of year […]

MARKETS & INVESTING   Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon. When your portfolio is first constructed, it will ideally reflect your investment objective – a combination of your goals, risk tolerance and time horizon. Unless something changes, your portfolio should continue to align with […]

MARKETS & INVESTING June 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~18% from 3/29 to 5/20, the S&P 500 has bounced ~9% (from oversold levels) over the past two weeks with many of the most beaten-up names […]