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Investment Strategy

Short demand creates longer yield opportunities

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 […]

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Weekly investment strategy

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 […]

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Weekly market guide

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 […]

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Conservative investing misnomer

MARKETS & INVESTING August 08, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. For a very long period in time, nearly 41 years, Treasury rates have been on a general decline. That is until 2022 came around. So for a very long time, I have heard investors talk […]

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