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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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2024 Year-End Tax Guide

Click here to open the full guide in a new tab.

Oct 31, 2024 –

Click here to open the full guide in a new tab.

Year-End Financial To-Do
Year-End Financial To-Do: Implement or Update Your Estate Plan

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

Dec 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies You’re surviving the bustle of the…

Year-End Financial To-Do
Year-End Financial To-Do: Prepare for Mutual Fund Distributions

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

Dec 21, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing The distinctive nature of gains…

Year-End Financial To-Do
Year-End Financial To-Do: 2024 Brings New Retirement Savings Opportunities for Individuals and Business Owners

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

Dec 19, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we all look to close…

Year-End Financial To-Do
Year-End Financial To-Do: Tax-Loss Harvesting

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

Dec 15, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For investors in stocks and…

Year-End Financial To-Do
Year-End Financial To-Do: If You Are 65 or Older, Make Sure You Check on IRMAA

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

Dec 12, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Print This Post For many…

Year-End Financial To-Do
Year-End Financial To-Do: Key Year-End Retirement Plan Deadlines and Opportunities for Business Owners

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

Dec 8, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As the year-end approaches, most folks…

Year-End Financial To-Do
Year-End Financial To-Do: Don’t Miss 529 Savings Plan Contribution and Withdrawal Deadlines; FAFSA Opens Soon

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

Dec 5, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning For most people, the…

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

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

Nov 30, 2023 –

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: If You Have an IRA, Take Your RMDs; Consider QCDs

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

Nov 28, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning This past year, there…

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

Nov 21, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning As we count down…

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

Jeffrey R. Wolfe, Esq., Senior Vice President, Manager of Wealth Planning Strategies

Nov 15, 2023 –

By Jeffrey R. Wolfe, Esq., Senior Vice President, Manager of Wealth Planning Strategies As we roll toward the…

Year-End Financial To-Do

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