Investment Strategy

MARKETS AND INVESTING   Combat common cash myths with cold, hard facts. We hear it all the time. Cash is king. And like a monarch, cash isn’t worth much if it just sits there doing nothing. No less an authority than the Oracle of Omaha himself, Warren Buffett, makes it a rule to keep enough […]

MARKETS AND INVESTING December 23, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Volatility has continued with now 11 of the 18 trading days since Thanksgiving (when the Omicron news broke) posting a greater than 1% move in either direction. After closing […]

MARKETS AND INVESTING December 20, 2021   Drew O’Neil and Doug Drabik discusses fixed income market conditions and offers insight for bond investors. There are pros and cons (benefits and risks) associated with every investment product. Investors must find the balance most suitable to our own personal risk profile. All investors have one thing in […]

MARKETS AND INVESTING December 17, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Global economy to notch its best year of growth since 1973 Earnings, not P/E expansion, have led to new record highs Tech sector on pace for its eighth year of outperformance As the end of 2021 draws […]