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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.

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
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
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