Insights

Year-End Financial To-Do: Tax Law Changes Could Affect Your Estate Plan

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

Dec 31, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we wrap up our Financial…

Year-End Financial To-Do
Happy New Year!

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

Dec 30, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President In 1972, the Stock Trader’s Almanac popularized the idea…

Investment Strategy, Market Commentary
Investment Insights Monthly Newsletter – December 2024

By Jack Kraft, CFA, Investment Strategist

Dec 30, 2024 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Year-End Financial To-Do: Monitor Mutual Fund Distributions

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing

Dec 19, 2024 –

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing ’Tis the season for…

Year-End Financial To-Do
December 17, 2024

By Tad Edwards, Chairman, CEO and President

Dec 17, 2024 –

During this Christmas season, we are pleased to announce our 99th Edwards location in…

Updates from Tad Edwards
Year-End Financial To-Do: New Retirement Enhancements in 2025 Translate to Big Changes for Individuals and Business Owners

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

Dec 17, 2024 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we careen toward the end…

Year-End Financial To-Do
What’s That Smell?

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Dec 16, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist Like a busy neighborhood bakery, the U.S. economy has…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 16, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Global central banks will be front and center…

Investment Strategy, Three Things
Year-End Financial To-Do: Tax Loss Harvesting – A Smart Strategy for 2024

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing

Dec 12, 2024 –

By Ashlee Ogrzewalla, CFP®, CFDA®, Vice President and Manager of Financial Planning & Marketing If your portfolio has…

Year-End Financial To-Do
Year-End Financial To-Do: Give Your 529 Education Savings Plan a Checkup

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

Dec 10, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning If you have college-age…

Year-End Financial To-Do
‘Tis the Season for Record Highs & Rate Cuts

By Jack Kraft, CFA, Investment Strategist

Dec 9, 2024 –

By Jack Kraft, CFA, Investment Strategist The S&P 500 rose 1.0%, while the Nasdaq surged 3.3%, marking a…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 9, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The focus this week will turn from jobs…

Investment Strategy, Three Things