Investment Strategy

MARKETS AND INVESTING August 09, 2021   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. As I have highlighted before in past commentaries, market forecasters seem to perpetually predict that rates are heading higher (with very limited success). This was again the case at the beginning of 2021 which has […]

MARKETS AND INVESTING August 06, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The S&P 500 continues to prove resilient as it was able to push to a record high this week despite investors wrestling with the rising COVID cases. While this […]

MARKETS AND INVESTING August 06, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Pullbacks Are Part Of The Fabric Of The Market Timing The Market Is A Difficult If Not Impossible Feat Rebalancing Is Critical In Maintaining Risk Profile From school bells to the bells of New York Stock Exchange—the […]

MARKETS AND INVESTING August 02, 2021   Optimism around GDP growth, employment and earnings has, for now, outweighed worries related to COVID-19 variants. As the major domestic equity indices continued to mark new highs through July, they provided an example of how dueling narratives can both be true while the forward-looking market produces a clearly […]