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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.

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Year-End Financial To-Do: Tax Law Changes Could Affect Your Estate Plan

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

Dec 31, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we wrap up our Financial…

Year-End Financial To-Do
Year-End Financial To-Do: Monitor Mutual Fund Distributions

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing

Dec 19, 2024 –

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing ’Tis the season for…

Year-End Financial To-Do
Year-End Financial To-Do: New Retirement Enhancements in 2025 Translate to Big Changes for Individuals and Business Owners

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Dec 17, 2024 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we careen toward the end…

Year-End Financial To-Do
Year-End Financial To-Do: Tax Loss Harvesting – A Smart Strategy for 2024

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing

Dec 12, 2024 –

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing If your portfolio has…

Year-End Financial To-Do
Year-End Financial To-Do: Give Your 529 Education Savings Plan a Checkup

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

Dec 10, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning If you have college-age…

Year-End Financial To-Do
Year-End Financial To-Do: Important Retirement Plan Deadlines and New Legislation Create Opportunities for Business Owners

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Dec 5, 2024 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans No matter the year, it always…

Year-End Financial To-Do
Year-End Financial To-Do: Evaluate Roth Conversion

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

Dec 3, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Before the new year…

Year-End Financial To-Do
Year-End Financial To-Do: Making Annual Gifts to Loved Ones and Charity

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

Nov 26, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the feeling of a…

Year-End Financial To-Do
Year-End Financial To-Do: Take Your RMDs; Consider QCDs

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

Nov 21, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning If you have an…

Year-End Financial To-Do
Year-End Financial To-Do: Plan Now to Reduce Future Medicare Premiums

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

Nov 19, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning For many retirees who…

Year-End Financial To-Do
Year-End Financial To-Do: Should You Take or Defer Gains and Deductions This Year?

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

Nov 14, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Markets are hitting new highs as…

Year-End Financial To-Do
Year-End Financial To-Do: Highlighting the Importance of Planning for Long-Term Care Needs

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

Nov 12, 2024 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Over the next six weeks, leading up…

Year-End Financial To-Do

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