Investment Strategy

Markets & Investing October 03, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways We expect the US economy to rebound to 2.0% in 2026 Equity multiples are lofty, so EPS growth needs to drive further gains Stay focused on sectors with fundamental tailwinds Another quarter, another record. The third quarter delivered just […]

Markets & Investing October 10, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tech and its derivatives have led returns thus far After hefty multiple expansion, earnings will need to take the driver’s seat History and fundamentals suggest the bull market can continue Birthdays and anniversaries give us a chance to […]

Markets & Investing September 15, 2025 Nick Goetze discusses fixed income market conditions and offers insight for bond investors. Individual investment grade bonds have two main purposes for investors. First, they provide a higher degree of safety of principal as most have a defined timeline when an investor can expect a return of invested capital. […]

Markets & Investing September 12, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways After a nine-month pause – the Fed will resume rate cuts next week The Fed still faces a balancing act – with sluggish job growth and rising inflation Much of the good news is largely priced into financial markets […]