By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Summer Savings: Considerations to Minimize Your Tax Bill
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Educational Resources
They Had Us In The First Half
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer. Economic reports on the producer price index (PPI), retail sales, and small business optimism will be released prior to the Fed’s announcement mid-week.
Summer Savings: Simplify Your Financial Life
By Ashley Ogrzewalla, Manager of Financial Planning & Marketing
FOMC Rate Hike Implications for Investors
By Bill Hornbarger, Chief Investment Officer
Summer Savings: Summer Jobs Can Translate into IRA Savings
By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning
Keep These 7 Thoughts in Mind Amid Stock Market Decline and Volatility
By Bill Hornbarger, Chief Investment Officer
Investment Insights Monthly Newsletter – June 2022
By Bill Hornbarger, Chief Investment Officer
The Fed Goes Hiking
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer. Economic reports on the producer price index (PPI), retail sales, and small business optimism will be released prior to the Fed’s announcement mid-week.
Summer Savings: Graduates Need to Develop a Strong Financial Foundation
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
The Bad News Bulls
By Pete Biebel, Senior Vice President
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer. The consumer price index (CPI) for May will be released Friday will be the focus of the week
Summer Savings: Relieve Financial Stress by Reducing Debt and Saving for the Unexpected
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
What is 529 Day Anyway?
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
Money Growth Is Something; Nothing’s Free
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer. weaker-than-expected reports from retailers Target and Walmart
Investments Insights Monthly – May 2022
There is an old saying, “A recession is when your neighbor loses their job, and a depression is when you lose yours.”
Three Things to Know & Watch – 5 May 2022
Plenty of opportunities this week to hear what the Fed is thinking…
Grin and Bear It
Many stock market media outlets have recently described how the S&P 500 Index (SPX) narrowly missed entering a bear market at its low last week…
If You Don’t Like the Weather Now…
A single word sums up the markets last week – wild. The busiest week of the 2nd quarter earnings season, several headline worthy employment figures released, and a Federal Reserve meeting..
Three Things to Know & Watch – 9 May, 2022
In terms of economic data, inflation will be front and center this week with CPI released on Wednesday and PPI on Thursday. CPI is expected to ease slightly with the overall reading up 0.2% in April and 8.1% year over year…
Fed Rate Hike Update May 4, 2022
By Bill Hornbarger, Chief Investment Officer
Three Things to Know & Watch – 02 May, 2022
This will be a busy week with the biggest focus on the two-day Federal Open Market Committee meeting…
Are We There Yet?
I recently flew to California for a company event. Fortunately, I was able to get a non-stop flight. Unfortunately, that meant four hours with my only sustenance being a little bag of chips and a small cup of soda…
Investment Insights Quarterly – April 2022
By Bill Hornbarger, Chief Investment Officer
Turbulent Markets as Fed Aims for Soft Landing
U.S. stocks tumbled lower in a volatile week of trading as investors digested key economic updates, earnings reports, and commentary from the Federal Reserve…
Three Things to Know & Watch – 25 April, 2022
This is a big week for earnings reports with more than 160 S&P 500 members reporting, including the four largest U.S. companies by market cap, Apple, Microsoft, Amazon, and Alphabet…
Tax Tip Tuesday: A Look Back at Our Tax Tips
With tax season ending yesterday that doesn’t mean you need to forget about your tax situation…
Three Things to Know & Watch – 18 April, 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: Where’s My Refund?
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
Calling an Audible
By Pete Biebel, Senior Vice President
Three Things to Know & Watch – 04 April, 2022
By Bill Hornbarger, Chief Investment Officer. This week marks the beginning of first-quarter earnings season.
Plan for the Unexpected
When you think about financial planning, many think in terms of saving for college or retirement, or investing in the stock market. Sometimes, an overlooked consideration is planning for the unexpected, which can severely impact your ability to generate income and maintain your family’s financial security. Some items to consider:
Wages, Prices, Wages, Prices
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Tax Tip Tuesday: Asset Location Can Help Manage Large Mutual Fund Distributions
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
Three Things to Know & Watch – 04 April, 2022
By Bill Hornbarger, Chief Investment Officer. On Wednesday, the Federal Open Market Committee releases the minutes of its last Fed meeting when the Fed raised rates from the 0% lower bound.
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2022
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
The Rebound Flounders
By Pete Biebel, Senior Vice President
Three Things to Know & Watch – 03 March, 2022
By Bill Hornbarger, Chief Investment Officer
Investments Insights Monthly – March 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders
By Ed O’Neal, Senior Vice President and Manager, Retirement Plans
March 30, 2022
The Fed Hits the Brakes
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 21 March, 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: Make Your IRA Contributions by April 18 This Year
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
Three Things to Know & Watch – 14 March, 2022
By Bill Hornbarger, Chief Investment Officer
Under the Gun
By Pete Biebel, Senior Vice President
Tax Tip Tuesday: Variable Universal Life Offers Numerous Tax Advantages
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Punishing Putin’s Pocketbook
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 07 March, 2022
By Bill Hornbarger, Chief Investment Officer
Market Perspective: Russia-Ukraine Investor Exposure
By Jack Kraft, CFA, Advisor Directed Portfolio Analyst
Tax Tip Tuesday: Beware of Potential Tax Scams
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Three Things to Know & Watch – 02 Feb, 2022
By Bill Hornbarger, Chief Investment Officer
Goodbye Yellow Brick Road
By Pete Biebel, Senior Vice President
Investments Insights Monthly – February 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: Working With a Tax Preparer – pt 2, 2022
By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing
Russia-Ukraine Conflict Pressures Equity Market
By Jack Kraft, CFA, Advisor Directed Portfolio Analyst
Tax Tip Tuesday: When is the Best Time to File? 2022
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Inflation, Invasions, and Interest Rates
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 14 Feb, 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting
By Theresa Cagle-Fry, Senior Vice President, Manager of IRA’s, Retirement & Education Planning
Earnings – Reality vs. Perception
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 07 Feb, 2022
By Bill Hornbarger, Chief Investment Officer
Tax Tip Tuesday: Tax Season Arrives!
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Three Things to Know & Watch – 31 Jan, 2022
By Bill Hornbarger, Chief Investment Officer
Split Decision
By Pete Biebel, Senior Vice President
Rates Up, Stocks Down
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – 24 Jan, 2022
By Bill Hornbarger, Chief Investment Officer
Investments Insights Quarterly – January 2022
By Bill Hornbarger, Chief Investment Officer
Companies Less Impacted by Inflation Could Be a Smart Choice Amid Market Volatility
By Bill Hornbarger, Chief Investment Officer
Three Things to Know & Watch – 18 Jan, 2022
By Bill Hornbarger, Chief Investment Officer
Required Minimum Distributions
No Punch for You
By Pete Biebel, Senior Vice President
Three Things to Know & Watch – 10 Jan, 2022
By Bill Hornbarger, Chief Investment Officer
Three Things to Know & Watch – 02 Jan, 2022
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Resolve to Get Your Estate Plan in Shape
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Year-End Financial To-Do: Last Call for 2021 RMDs
By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning
Three Things to Know & Watch – 27 Dec, 2022
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Take or Defer Gains and Deductions
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Year-End Financial To-Do: Evaluate Roth IRA Conversion
By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning
Investment Insights Monthly – December 2021
By Bill Hornbarger, Chief Investment Officer
‘Fed’ Up with Easy Money
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
Three Things to Know & Watch – Dec 20, 2021
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Remember Retirement Plan Deadlines
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Three Things to Know & Watch – Dec 13, 2021
By Bill Hornbarger, Chief Investment Officer
No Soup for You
By Pete Biebel, Senior Vice President
Year-End Financial To-Do: Review 529 Plans and Education Expenses – 2021
By Eric Estelle, Manager, Financial Planning & Marketing
Year-End Financial To-Do: Check Your Withholding
By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning
Lions & Tigers & Bears, Omicron!
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President
November 22, 2021
Three Things to Know & Watch – Dec 6, 2021
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2021
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Three Things to Know & Watch – Nov 29, 2021
By Bill Hornbarger, Chief Investment Officer
Year-End Financial To-Do: Holidays Are a Great Time to Address LTC Denial – pt 1, 2021
By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance
Year-End Financial To-Do: Harvest Capital Losses to Offset Capital Gains
By Eric Estelle, Manager, Financial Planning & Marketing
Three Things to Know & Watch – Nov 22, 2021
By Bill Hornbarger, Chief Investment Officer
Handle With Care
By Pete Biebel, Senior Vice President
Year-End Financial To-Do: Take Your RMDs; Consider QCDs
By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning
Investors Everywhere: “More Earnings, Less Inflation!”
By Ben Norris, CFA, Securities Research Analyst, Associate Vice President