Investment Strategy

MARKETS & INVESTING April 21, 2023   Review the latest portfolio strategy commentary from Mike Gibbs. The S&P 500 has been resilient, hanging in there at the upper end of its recent range (~4200). Investor optimism surrounding an end to the Federal Reserve’s (Fed) rate hike cycle has supported the recent strength, but we are […]

MARKETS & INVESTING April 17, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Getting lost in the moment is easy to do. When planning and executing your fixed income portfolio, looking long term is more likely to get you to your goal. Fixed income portfolio allocations are often […]

MARKETS & INVESTING April 14, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Mild recession expected in second half of 2023 10-year Treasury yields are headed lower Equity markets perform well after the Fed’s final rate hike Start me up! This iconic Rolling Stones song keeps racing through our minds […]

MARKETS & INVESTING April 14, 2023   Review the latest portfolio strategy commentary from Mike Gibbs. The S&P 500 has remained resilient in the face of growing economic concerns. The primary catalyst for the strength is declining Federal Reserve (Fed) expectations and lower bond yields in our view. Wednesday’s Federal Open Market Committee (FOMC) Minutes supported […]