Page 5 - ISQ January 2021

JANUARY 2021

After a tumultuous 2020, the words spoken by tennis legend and
four-time gold medalist Serena Williams—“I’ve grown most not from
victories, but setbacks”—are arguably just as true for investors as they
are for athletes. The year reminded investors of the importance of a
well-crafted ‘game plan,’ one that prepares for potential challenges
ahead. While your wealth manager can offer in-depth insights more
specific to your situation, we hope that our views on the economy
and various asset classes serve as a reliable, integral part of this plan,
and that our timely commentary throughout the year can help guide
your portfolio to the top of the podium.

Again, we wish you all the best for a wonderful 2021!

Lawrence V. Adam, III, CFA, CIMA®, CFP®
Chief Investment Officer

Investment Strategy Committee Members

Lawrence V. Adam, III, CFA, CIMA®, CFP® – Committee President, Nicholas Lacy, CFA Chief Portfolio Strategist, Asset Management Services
Chief Investment Officer, Private Client Group
Joey Madere, CFA Senior Portfolio Analyst, Equity Portfolio & Technical Strategy
Chris Bailey European Strategist, Raymond James Investment Services Ltd.*
Ed Mills Managing Director, Washington Policy Analyst, Equity Research
Scott J. Brown, PhD Chief Economist, Raymond James
James C. Camp, CFA Managing Director, Strategic Income, Pavel Molchanov Director, Energy Analyst, Equity Research
Eagle Asset Management*
Doug Drabik Managing Director, Fixed Income Research Chief Investment Office
J. Michael Gibbs Managing Director, Equity Portfolio & Technical Strategy Anne B. Platt, AWMA®, AIF®, RICP® – Committee Chair, Vice President,
Investment Strategy & Product Positioning, Investment Strategy
Nick Goetze Managing Director, Fixed Income Solutions
Giampiero Fuentes Investment Strategy Manager, Investment Strategy
Kailey Bodine Investment Strategy Analyst, Investment Strategy

*An affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
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