Investment Strategy

MARKETS & INVESTING July 01, 2024   The S&P 500 is off to its best start to the year since 2019. Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to […]

MARKETS & INVESTING July 01, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. From the peak of interest rates in October 2023, the market sensed the end of Federal Reserve rate hikes. July 2023 was the last of their 11th rate hike totaling 525 basis points. The timing played […]

MARKETS & INVESTING June 28, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed will cut rates twice to support growth Interest rates are poised to tip lower The equity market should keep climbing longer term Let’s go Team USA! The opening ceremonies for the Paris Summer Olympics are less […]

MARKETS & INVESTING June 24, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Many investors purchase fixed income in all interest rate environments as it serves as a primary instrument in preserving wealth. Although bonds may not always be able to significantly contribute to growing an investor’s wealth, […]