Investment Strategy

MARKETS AND INVESTING March 25, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Costs are rising faster than wages Elevated cash balances have softened the impact Job growth is critical to improving collective spending Resilient consumer spending led the economy’s recovery, but will it now be the cause of a […]

MARKETS AND INVESTING March 18, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The economy can absorb the Fed’s interest rate hike Buybacks are on the rise given current valuations Ukraine expresses willingness to claim neutrality This Sunday, March 20, is the first official day of the spring season! And […]

MARKETS AND INVESTING March 18, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: Equity markets remain choppy as investors digest the highly fluid (and uncertain) news flow from the Russia/ Ukraine war. We are encouraged by signs of positive talks between the […]

MARKETS AND INVESTING March 14, 2022   Risk: noun exposure to danger, harm or loss. Further scrutiny could lead us to assess economic risk, investment risk, market risk, etc. At the end of the day the higher the “risk”, the greater the probability or likelihood of occurrence of loss (or gain) relative to expected return on an […]