Investment Strategy

MARKETS & INVESTING May 31, 2022   Markets flailed in May, seeking certainty amid conflicting signals. The churn of now-familiar currents produced a May seemingly driven by headlines as the S&P 500 closed more than 1% up or down eight times on the news of the day. At different moments, inflation and the U.S. Federal […]

MARKETS & INVESTING May 27, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~16% over the past two months and reaching bear market territory, the S&P 500 is attempting to bounce from oversold levels. A few technical indicators we […]

MARKETS & INVESTING May 27, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Misconceptions with ‘sell in May, go away’ expression The S&P 500’s history of a summer slowdown Keeping an eye on a multitude of events this summer As we prepare to celebrate the long Memorial Day Weekend, the […]

MARKETS & INVESTING May 20, 2022   The Fed needs to consider the consumer when planning interest rate increases, says Raymond James Chief Investment Officer Larry Adam. We are of the opinion that the U.S. economy will not enter into a recession over the next twelve months or so. For the most part, none of […]