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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.

Another Tax Season Survival, a Look Back

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

Apr 14, 2026 –

While not officially over until April 15, tax season is coming to an end. And what a year…

Tax Tip Tuesdays
Dire Straits of Hormuz

By Ben Norris, Senior Vice President, Senior Investment Strategist

Apr 13, 2026 –

The second week of April unfolded like a tightly wound drama for investors. For those following markets, it…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Apr 13, 2026 –

The war with Iran will remain the focus of the markets this week with President Trump making additional…

Three Things
April 10, 2026

By Tad Edwards, Chairman, CEO and President

Apr 10, 2026 –

Regarding me, I want to work forever, as I love what I do and am still like a…

Updates from Tad Edwards
Your Filing Status Matters More Than You Think

By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

Apr 7, 2026 –

Your tax filing status may seem like a simple box to check, but it can have a bigger…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Apr 6, 2026 –

The war with Iran will remain the focus of the markets this week with President Trump making additional…

Three Things
How the New Senior Deduction Impacts Social Security Taxation

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

Mar 31, 2026 –

Many headlines following the passage last year of the One Big Beautiful Bill Act (OBBBA) led taxpayers to…

Tax Tip Tuesdays
When’s Opening Day?

By Jack Kraft, Vice President, Investment Strategist

Mar 30, 2026 –

U.S. equities declined for the fifth consecutive week as geopolitical tensions in the Middle East collided with inflation…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Mar 30, 2026 –

March employment will be released on the holiday, with nonfarm payrolls expected to increase 60,000 and the unemployment…

Three Things
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