Investment Strategy

MARKETS AND INVESTING February 04, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After reaching oversold conditions, in which fear indicators spiked and prices plunged too far too fast, the rebound in equities from the lows on January 24th has been constructive […]

MARKETS AND INVESTING February 04, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those […]

MARKETS AND INVESTING January 31, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Our Only Benchmark is Yours. This has been a Fixed Income Solutions mantra for years. But what does it mean? So often things are said and more importantly influence us but do we always interpret […]

MARKETS AND INVESTING January 28, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After a waterfall selloff to begin the week that reached excessive levels, equity markets have since shown some signs of stabilization. That said, volatility is likely to remain elevated […]