Investment Strategy

MARKETS & INVESTING June 24, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After dropping ~12% over just 7 days surrounding the hot May inflation report (taking the S&P 500 -24% from its highs), the index has attempted to bounce from oversold […]

MARKETS & INVESTING June 21, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. This year has brought investor uncertainty and plenty of market volatility. Market volatility can create investor angst when prices bounce around in an extreme manner. Although wealth can be decisively stated, investor attitude or the […]

MARKETS & INVESTING June 17, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The worst may be priced in for fed tightening Sentiment is likely to improve in the second half of the year Bear markets have historically provided buying opportunity Everybody loves a discount. Whether it be an article […]

MARKETS & INVESTING June 17, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Inflation remains the primary driver of equity markets currently, and last week’s hot CPI report resulted in a sharp -9% selloff over just four days- pushing the S&P 500 […]