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Investment Strategy

Weekly Market Guide

MARKETS AND INVESTING November 05, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: A good Q3 earnings season has contributed to a ~9% rally in the S&P 500- it is reassuring to see strong market momentum on strong earnings (as earnings are […]

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Weekly Investment Strategy

MARKETS AND INVESTING November 05, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Market still anticipating a faster Fed tightening cycle Political leaders will amplify pressures on OPEC+ Election results may encourage congressional compromise This month marks 30 years since the release of the Disney Classic, Beauty and the Beast! […]

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Stocks Climb Higher on Strong Earnings, Reduced Tax Concerns

MARKETS AND INVESTING November 01, 2021   Domestic equity indices recovered from September losses and pushed to new record highs. The major domestic equity indices climbed steadily through October, a confident step forward from September’s stumble even as supply issues created intermittent voids on supermarket shelves and broad patches of uncovered tarmac at car dealerships. […]

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