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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.

That Ship Has Sailed

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Mar 17, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist That mighty vessel, the U.S.S. Stock Market, has been…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 17, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch All eyes will be on the U.S. Federal…

Investment Strategy, Three Things
Stay the Course: Market Corrections Are Nothing New

By Bill Hornbarger, Chief Investment Officer

Mar 12, 2025 –

By Bill Hornbarger, Chief Investment OfficerBy Jack Kraft, CFA, Vice President, Investment Strategist

Investment Strategy
Make Your IRA Contributions by April 15

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

Mar 11, 2025 –

Most people know they need to file their income tax returns by April 15. Tax Day, for most…

Tax Tip Tuesdays
Under Pressure

By Jack Kraft, CFA, Vice President, Investment Strategist

Mar 10, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. stocks were whipsawed during the week as geopolitical uncertainty…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 10, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The inflation reports, the Consumer Price Index (CPI)…

Three Things
The Power of Tax Deferral

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

Mar 4, 2025 –

The majority of income in the United States is taxable. Whether employment income, capital gains or dividend income…

Tax Tip Tuesdays
And the Tariff Goes to…

By Tristan Detzel, CFA, Advisory Portfolios Strategist

Mar 3, 2025 –

By Tristan Detzel, CFA, Advisory Portfolios Strategist Stocks delivered a less-than-award-winning performance last week as concerns over tariffs…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 3, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Lots of data to watch this week, starting…

Investment Strategy, Three Things
Beware of Potential Tax Scams

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

Feb 25, 2025 –

We continue to move to an online world. The use of apps, online banking, online bill payments, etc.—it…

Tax Tip Tuesdays
Investors Play Defense in February

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

Feb 24, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Major indexes declined during the holiday-shortened week, following Presidents’…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 24, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Personal consumption expenditures (PCE) for January will be…

Investment Strategy, Three Things