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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.

Some IRA Distributions Require Self-Reporting on Your Tax Return

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

Feb 4, 2025 –

It’s tax season again. Whether you decide to tackle your tax return yourself or use a tax professional,…

Tax Tip Tuesdays
Duty Calls: Markets Caught in Customs

By Jack Kraft, CFA, Vice President, Investment Strategist

Feb 3, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equity markets ended the week mixed as investors digested…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 3, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The employment situation will be front and center…

Investment Strategy, Three Things
January 31, 2025

By Tad Edwards, Chairman, CEO and President

Jan 31, 2025 –

Benjamin F. Edwards has come a long way since its founding in 2008. Headed by…

Updates from Tad Edwards
Here Comes Tax Season!

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

Jan 28, 2025 –

Once again, our Private Client Services group will share tax planning ideas with our “Tax Tip Tuesdays” blog…

Tax Tip Tuesdays
To Tariff, or to Tariff, That Is the Question

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

Jan 27, 2025 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The Martin Luther King Jr. holiday meant markets were…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 27, 2025 –

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

Investment Strategy, Three Things
Investment Insights Quarterly Newsletter – January 2025

By Bill Hornbarger, Chief Investment Officer

Jan 23, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Help Wanted

By Jack Kraft, CFA, Vice President, Investment Strategist

Jan 13, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist U.S. equities ended the week lower as strong economic data…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 13, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation will be center stage this week with…

Investment Strategy, Three Things
Happy New Year Daze!

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jan 6, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist Here’s a little factoid that could be fun to…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 6, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch On Thursday, the domestic equity market will be…

Investment Strategy, Three Things