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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.

Celebrating Estate Planning Awareness Week

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

Oct 20, 2025 –

October 20-24 once again brings about Estate Planning Awareness Week, a creation of the National Association of Estate…

Estate Planning
Not Protecting Your Most Valuable Asset—Your Income

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

Oct 15, 2025 –

Is your family dependent on your ability to make an income now and in the future? If the…

Scary Financial Mistakes
The Truth Toll: Volatility Returns to Equity Markets

By Jack Kraft, Vice President, Investment Strategist

Oct 13, 2025 –

Equity investors got their first taste of volatility on Friday since what has seemed like a relentless upward…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 13, 2025 –

The Consumer Price Index report for September will be released next week on Oct. 24, despite the shutdown…

Three Things
Navigating New Retirement Landscape Can Be Scary for Business Owners

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

Oct 8, 2025 –

As we get closer to one of the most popular family holidays of the year, Halloween, thoughts turn…

Scary Financial Mistakes
A Fine Kettle of Fish

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Oct 6, 2025 –

Early last week, the market averages floundered a bit but rapidly swam upstream into the weekend. All the…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 6, 2025 –

Economic data will take a backseat, with many releases being postponed until the government shutdown is resolved. Last…

Three Things
Wasted Away Again in Litigationville

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

Oct 1, 2025 –

The calendar has turned to October, and while you have to wind your way through Christmas trees to…

Scary Financial Mistakes
Artificial Intelligence or Artificial Investment?

By Ben Norris, Senior Vice President, Senior Investment Strategist

Sep 29, 2025 –

The three major U.S. stock indices fell last week, with the S&P 500 (S&P), Nasdaq Composite and Dow…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Sep 29, 2025 –

The labor markets will be in focus this week with multiple readings culminating in Friday’s employment report for…

Three Things
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Sep 22, 2025 –

The U.S. Federal Reserve (Fed) cut interest rates for the first time in nearly nine months last week,…

Three Things
Investment Insights Monthly Newsletter – September 2025

By Jack Kraft, Vice President, Investment Strategist

Sep 19, 2025 –

September started off with volatility as the markets grappled with historically poor seasonality on one hand and continued…

Investment Strategy