Investment Strategy

Markets & Investing November 01, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Fundamentals matter more than politics for markets Economic status quo A benefit following a potential Harris win Tax cuts and less regulation a benefit following a potential Trump win Get ready to ‘roll back’ the clocks! That’s […]

Markets & Investing October 31, 2024   The S&P 500 narrowly misses a sixth consecutive month with positive performance. Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) […]

Markets & Investing October 28, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting. Treasury yields have been creeping up […]

Markets & Investing October 25, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Gridlock in Congress remains the most likely scenario Macro fundamentals remain the long-term driver of the market Avoid knee-jerk reactions to portfolios based on election outcomes The long and winding road to one of the most unusual […]