Investment Strategy

September 10, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is finally back! While […]

MARKETS AND INVESTING September 10, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The path of least resistance remains higher for the S&P 500 as it continues to climb within its trend channel (in place since positive vaccine news last November). The […]

MARKETS AND INVESTING September 07, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. The 10-year Treasury ended last week at a yield of 1.33%. Is that information important and relevant to the fixed income market? Yes. Does that mean that any investment in fixed income right now is […]

MARKETS AND INVESTING August 30, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Some subtle characteristics may deliver comparable results while others can make big differences. A portfolio of individual bonds or a fund with bonds may appear to possess only a subtle name difference, however they are […]