Investment Strategy

MARKETS & INVESTING September 12, 2022   By Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Owning bonds with call features is common for investors with a fixed income allocation consisting of individual bonds. As with any feature of securities you own, it is important to understand how those features […]

TECHNOLOGY & INNOVATION   Instead of residences and retail, think self-storage and healthcare. Many individuals’ only real estate investment is their primary residence, which may make up a significant portion of their overall net worth. However, some want to add exposure to the sector, and these real estate investors can now look beyond traditional residential […]

MARKETS & INVESTING September 09, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Anticipating improvements in the August inflation reports Retailers are discounting as they offload inventories The streak of declining gas prices continues The lights are on, and the stadiums are packed which means football is finally back! While the […]

MARKETS & INVESTING September 09, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Following the sharp pullback from the 200-DMA over the last few weeks, the market has been able to find some footing around the 3,900 area after getting oversold, which […]