Investment Strategy

Markets & Investing September 15, 2025 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. Individual investment grade bonds have two main purposes for investors. First, they provide a higher degree of safety of principal as most have a defined timeline when an investor can expect a return of invested capital. […]

Markets & Investing September 12, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways After a nine-month pause – the Fed will resume rate cuts next week The Fed still faces a balancing act – with sluggish job growth and rising inflation Much of the good news is largely priced into financial markets […]

Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]

Markets & Investing A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it’s been easy to miss. Long considered too difficult to scale beyond their natural geographies, residential service companies like plumbers, electricians, HVAC technicians, roofers, landscapers, garage door installers and pest control technicians […]