Investment Strategy

MARKETS AND INVESTING January 28, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After a waterfall selloff to begin the week that reached excessive levels, equity markets have since shown some signs of stabilization. That said, volatility is likely to remain elevated […]

MARKETS AND INVESTING January 28, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Pullbacks are part of the fabric of the market Investors should avoid trying to time the market The fundamentals reaffirm our positive equity market outlook It has not been a seamless start to the year for the […]

MARKETS AND INVESTING January 24, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We fear that we will not have enough so we react with greed at any opportunity that will potentially provide that stuff we need. Case in point: we hear that tissue supply will be depleted […]

MARKETS AND INVESTING January 21, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Markets are pricing in a much more aggressive Fed Yield curve will be closely monitored by the Fed Rate hikes don’t abruptly halt the expansion or bull market Who? Chairman Powell. What? The January Federal Open Market […]