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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.

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
Here Comes Tax Season!

By Jeffrey Wolfe, Esq., 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