Investment Strategy

MARKETS AND INVESTING February 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those […]

MARKETS AND INVESTING January 31, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Our Only Benchmark is Yours. This has been a Fixed Income Solutions mantra for years. But what does it mean? So often things are said and more importantly influence us but do we always interpret […]

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 […]