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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.

When Retirement Income Vanishes

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

Oct 14, 2026 –

Retirement can hold a few financial frights—rising prices, market twists and economic uncertainty among them. But one risk…

Scary Financial Mistakes
Fuel Gauge

By Tristan Detzel, CFA, Vice President, Advisory Portfolios Investment Strategist Manager

Oct 12, 2026 –

Stocks ended a choppy week higher, shrugging off a surge in Treasury yields and a steady stream of…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 12, 2026 –

Quite a bit to keep an eye on this week with Wednesday’s Consumer Price Index (CPI) report looming…

Three Things
Frightening Savings Data Is Driving New Retirement Plan Trends

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

Oct 7, 2026 –

If you’re paying much attention to the decorations in local stores, as well as house decorations increasingly popping…

Retirement, Scary Financial Mistakes
Yields Can’t Break AI…Yet

By Jack Kraft, CFA®, Vice President, Investment Strategist

Oct 5, 2026 –

U.S. stocks experienced another volatile week as investors weighed a string of economic data against a bond market…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 5, 2026 –

On Wednesday, the minutes from the September U.S. Federal Reserve (Fed) meeting will be released.

Three Things
Failing to Fund Your Trust Could Be a Grave Mistake

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

Sep 30, 2026 –

While we’ve gotten to the point that you can buy Halloween candy in August, we will keep our…

Summer Savings Strategies
Life Insurance as an Asset Class

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

Sep 28, 2026 –

Helping Create Liquidity and Flexibility for Your Legacy Plan For many families, life insurance starts with a simple…

Insurance & Annuities
A Disturbance in the Force

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Sep 28, 2026 –

Last week began with stocks ripping higher at warp speed as crude oil prices declined for a fourth…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Sep 28, 2026 –

The fourth quarter starts this week with the S&P 500 up more than 13% year to date. Stocks…

Three Things
How Big Should an Emergency Fund Be?

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

Sep 24, 2026 –

Entrepreneurs face financial realities that differ significantly from those of traditional employees. Beyond an emergency fund, they must…

General
Investment Insights Monthly Newsletter – September 2026

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Sep 23, 2026 –

Resilient is the best way to describe the U.S. economy.

Investment Strategy