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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.

Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Apr 7, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This is a busy week in terms of…

Investment Strategy, Three Things
Ugh, That Not Good!

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Apr 7, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist Picture a group of cavemen staring upward as a…

Investment Strategy, Market Commentary
Thoughts on the Tariff News and the Market Reaction

Apr 4, 2025 –

Investment Strategy
No Fooling! Most People Pay Taxes on Social Security

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

Apr 1, 2025 –

Playing jokes and spreading false information on April Fools’ Day is a practice that is recognized worldwide. The…

Tax Tip Tuesdays
March Market Madness

By Jack Kraft, CFA, Vice President, Investment Strategist

Mar 31, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equities endured another volatile week as traders weighed tariff…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 31, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch All eyes will be on April 2, a…

Investment Strategy, Three Things
Higher Income Continues to Mean More Taxes

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

Mar 25, 2025 –

The tax rules for 2024 haven’t changed much, but as we have discussed throughout this series, the tax…

Tax Tip Tuesdays
A Little Bit of Luck

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

Mar 24, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The luck of the Irish was with investors last…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 24, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It’s a data-heavy week with the March Flash…

Investment Strategy, Three Things
March 24, 2025

By Tad Edwards, Chairman, CEO and President

Mar 24, 2025 –

I’m thrilled to share that Benjamin F. Edwards has been recognized with the first place…

Updates from Tad Edwards
Investments Insights Monthly Newsletter – March 2025

By Bill Hornbarger, Chief Investment Officer

Mar 21, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Key Retirement Plan Deadlines and Opportunities During Tax Season

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 18, 2025 –

While the start of Spring can represent the beautiful and exciting change of seasons for some, it can…

Tax Tip Tuesdays