Investment Strategy
The popular rise of lifetime income on annuities
Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]
What factors could help the markets and economy prosper in 2025?
Markets & Investing December 20, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing should ensure the expansion enters a fifth year Despite slower job growth, the unemployment rate should stay low Solid earnings growth and a resilient economy should support U.S. equities Happy Holidays! As the page for […]
Allocation check-in
Markets & Investing December 16, 2024 Strong equity market performance this year has provided a welcome boost to the total market value of many investment portfolios. As we approach the start of a new year, it is a good time to take a fresh look at your portfolio to ensure that it still aligns with […]
How the Fed’s dot plot may shift at the December FOMC meeting
Markets & Investing December 13, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed’s growth and inflation projections should be revised higher The Fed’s new dot plot should reflect fewer rate cuts in 2025 The scope for meaningful declines in bond yields is limited Should I Stay or Should I Go Now? […]