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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.

Beware of Potential Tax Scams

By Jeffrey Wolfe, Esq., 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
Investment Insights Monthly Newsletter – February 2025

By Bill Hornbarger, Chief Investment Officer

Feb 19, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Optimizing Total Family Tax Benefits

By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

Feb 18, 2025 –

Tax season can feel like navigating a maze, especially when balancing multiple incomes, dependents and household expenses. However,…

Tax Tip Tuesdays
Should I Rush to File Taxes Early or Wait Until Later?

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

Feb 11, 2025 –

Now that the merriment and festivities of the holiday season have concluded, it’s time to turn our attention…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 10, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation continues to be one of the bigger…

Three Things
Fourth and Goal

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Feb 10, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist Despite getting sacked on the openings on the past…

Investment Strategy, Market Commentary
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