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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.

Joint vs. Separate Bank Accounts—Benefits and Drawbacks

By Ashlee Ogrzewalla, Vice President, Manager, Financial Planning & Marketing

Jun 18, 2025 –

Some couples keep their money separate to avoid future risks or disagreements. In contrast, others strongly support a…

Summer Savings Strategies
Geopolitical Tensions Rise as Trade Tensions Fall

By Ben Norris, CFA, Senior Investment Strategist, Vice President

Jun 17, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Trade and inflation remained in focus last week with…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 16, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Despite a midweek holiday, the markets have a…

Investment Strategy, Three Things
‘Save’ Money by Trying to Minimize Your Tax Bill

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

Jun 11, 2025 –

We find ourselves in unique times. War in Eastern Europe, protests in the United States, and tax legislation…

Summer Savings Strategies
Earnings, Employment and Easing Tensions: A Triple Tailwind

By Jack Kraft, CFA, Vice President, Investment Strategist

Jun 9, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equities rallied last week, with stocks just a few…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 9, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation and trade will be front and center…

Investment Strategy, Three Things
Enhanced Contribution Limits Boost Impact of SIMPLE IRAs

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

Jun 4, 2025 –

With the summer season now in full swing, the thoughts of many are focused on fun activities like…

Summer Savings Strategies
Tariff Talk: The Stock Market’s Salivation

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jun 2, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist In recent months, investor response to news has been…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 2, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Jobs are on deck this week with the…

Market Commentary, Three Things
Celebrate National 529 College Savings Plan Day

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

May 28, 2025 –

Summer is unofficially here! Schools are wrapping up the academic year and summer vacations are beginning. Looking…

Summer Savings Strategies
Investment Insights Monthly Newsletter – May 2025

By Jack Kraft, CFA, Vice President, Investment Strategist

May 23, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist

Investment Strategy
Trump Hunts Trade Deals

By Ben Norris, CFA, Senior Investment Strategist, Vice President

May 20, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Incremental progress toward a refreshed trade agreement between the…

Investment Strategy, Market Commentary