Summer Savings: Is This the Right Time to Start Investing?

Summer Savings: Is This the Right Time to Start Investing?

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans The thought of participating in the market can be a very scary proposition for those just beginning their investment journey. Many people who are considering investing fixate on...

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Summer Savings: Yes, Kids With Jobs Can Have an IRA

Summer Savings: Yes, Kids With Jobs Can Have an IRA

By Theresa Fry, Senior Vice President, Manager of IRA's, Retirement & Education Planning It is hard to be out and about these days without seeing help wanted signs. They are everywhere.  Restaurants, grocery stores, and retailers small and large are...

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Summer Savings: Where to Hold Which Investments

Summer Savings: Where to Hold Which Investments

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst   As individuals build wealth, planning for retirement becomes more complicated with investors owning multiple account types in a single household. Many people make the mistake of choosing a...

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Summer Savings: Ways to Potentially Minimize Your Tax Bill

Summer Savings: Ways to Potentially Minimize Your Tax Bill

By Jeff Wolfe, Esq. Senior Vice President, Manager of Wealth Planning Strategies   What times we live in. We’ve seen markets quickly bottom in March of 2020 due to COVID fears, then quickly springboard back to record highs. All the while, you are...

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Summer Savings: Strategies for Success

Summer Savings: Strategies for Success

By Theresa Fry, Senior Vice President and Manager of IRA's, Retirement and Education Planning With Memorial Day weekend behind us and temperatures warming up, the unofficial kickoff to summer has begun. Thankfully, more and more states are lifting their...

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Summer Savings Strategies: Be Disciplined and Systematic

Summer Savings Strategies: Be Disciplined and Systematic

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Developing a “pay yourself first” plan can...

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