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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

Contribute to Your IRAs by April 15

By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

Mar 10, 2026 –

Saving for your retirement is one of the most powerful steps you can take toward long-term financial security.…

Tax Tip Tuesdays
Oil Spills on the Rate-Cut Thesis

By Jack Kraft, Vice President, Investment Strategist

Mar 9, 2026 –

U.S. equities endured a volatile trading week as geopolitical tensions, weak economic data and inflation fears weighed on…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Mar 9, 2026 –

After last week’s poor jobs report, investors will get a look at the second part of the Federal…

Three Things
Consider Variable Universal Life as Part of a Retirement Savings Strategy

By Daniel Schulte, Senior Vice President and Manager, Annuities and Insurance

Mar 3, 2026 –

Investing in a retirement account such as a 401(k) and/or an IRA is typically considered the foundation of…

Tax Tip Tuesdays
Investment Insights Monthly Newsletter – February 2026

By Jack Kraft, Vice President, Investment Strategist

Mar 2, 2026 –

Takeaways from the fourth-quarter earnings season made it clear that the investment engine behind artificial intelligence is accelerating…

Investment Strategy
Traders, Guns and Money

By Peter Hudlow, Associate Vice President, Advisor Directed Portfolio Analyst

Mar 2, 2026 –

The S&P 500, Nasdaq Composite and Dow Jones Industrial Average all ended the week lower by -0.4%, -1.0%…

Market Commentary
Latest Tax Rules Continue to Compel High Earners to Pay More in Tax

By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Feb 24, 2026 –

With the passage of the One Big Beautiful Bill Act (“Act”) on July 4, 2025, there have been…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Feb 23, 2026 –

Nvidia earnings will be one of the main focuses this week. The world’s largest company by market capitalization…

Three Things
Split Personality

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Feb 23, 2026 –

Last Tuesday, the stock market began the holiday-shortened week in a foul mood but recovered to its chipper…

Market Commentary
A Practical Guide to Family Tax Benefits

By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

Feb 17, 2026 –

Tax season has a way of sneaking up on families, especially those juggling careers, kids, education expenses and…

Tax Tip Tuesdays
Another Market Milestone

By Ben Norris, Senior Vice President, Senior Investment Strategist

Feb 10, 2026 –

The stock market marked another major milestone last week when the Dow Jones Industrial Average (Dow) surpassed 50,000…

Market Commentary
Is It Optimal to File Taxes Early or at the Deadline?

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Feb 10, 2026 –

Filing taxes is an annual rite of passage that most of us must endure. After the hectic holidays,…

Tax Tip Tuesdays