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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.

IRS Shares the Latest ‘Dirty Dozen’ Tax Scams

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

Mar 24, 2026 –

With the widespread adoption of artificial intelligence, the world continues to an online, digital experience. With that spread,…

Tax Tip Tuesdays
I Guess Every Form of Refuge Has Its Price

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Mar 23, 2026 –

The peaceful, easy feeling, with which the stock market began the year, has turned into heartache. Thanks to…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Mar 23, 2026 –

Energy prices will remain in focus this week with the impact of higher oil prices driving inflation and…

Three Things
Investment Insights Monthly Newsletter – March 2026

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Mar 17, 2026 –

Investors have had an eventful start to calendar-year 2026 with a host of macroeconomic events, including the removal…

Investment Strategy
Important Retirement Plan Deadlines and Opportunities for Business Owners

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

Mar 17, 2026 –

Now that we’re closing in on the official start of spring, the anticipation of warmer weather and vibrant…

Tax Tip Tuesdays
Beware the Ides of March

By Ben Norris, Senior Vice President, Senior Investment Strategist

Mar 16, 2026 –

On March 15th, 2,069 years ago, a group of Roman senators assassinated Julius Caesar by stabbing him more…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Mar 16, 2026 –

The U.S. Federal Reserve (Fed) will announce its latest interest rate decision on Wednesday followed by a press…

Three Things
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