Investment Strategy

MARKETS AND INVESTING September 30, 2021   Complexities with China, Congress, commodities and COVID-19 brought an end to the index’s stretch of monthly gains. Markets prefer clarity – or at least as close a facsimile as they can get. Since the start of the pandemic, we’ve seen how markets can push through uncertainty, up to a […]

MARKETS AND INVESTING September 27, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. If you could see into the future, there would be no need to diversify your investments. You would simply invest 100% of your assets into the single investment that was going to perform the best. […]

MARKETS AND INVESTING September 24, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed exercises patience in policy adjustments yet again Government shutdowns have not led to dramatic declines Delta variant has not hindered consumer spending A September Slowdown? The US economy has had its foot on the gas […]

MARKETS AND INVESTING   When markets react, consider a broader historical perspective before changing your financial course. Market volatility can often trigger emotional responses in investors, responses that can impact judgement and potentially affect long-term plans. These periods of volatility are an opportunity to connect with your advisor, enabling them to act as a sounding […]