Insights

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
Year-End Financial To-Do: Important Retirement Plan Deadlines and New Legislation Create Opportunities for Business Owners

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

Dec 5, 2024 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans No matter the year, it always…

Year-End Financial To-Do
Year-End Financial To-Do: Evaluate Roth Conversion

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

Dec 3, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Before the new year…

Year-End Financial To-Do
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 2, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The Institute for Supply Management (ISM) manufacturing survey…

Investment Strategy, Three Things
Year-End Financial To-Do: Making Annual Gifts to Loved Ones and Charity

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

Nov 26, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the feeling of a…

Year-End Financial To-Do
Stocks Continue to Gobble Up Gains

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

Nov 25, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Major stock indices closed the week higher, recovering some…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 25, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Despite the holiday Thursday and an early close…

Three Things
November 21, 2024

By Tad Edwards, Chairman, CEO and President

Nov 21, 2024 –

We recently opened our 97th location in Inverness, IL, an affluent suburb of Birmingham…

Updates from Tad Edwards
Year-End Financial To-Do: Take Your RMDs; Consider QCDs

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

Nov 21, 2024 –

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

Year-End Financial To-Do
A Thanksgiving Message from Tad Edwards

By Tad Edwards, Chairman, CEO and President

Nov 19, 2024 –

General