Insights

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
Year-End Financial To-Do: Plan Now to Reduce Future Medicare Premiums

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

Nov 19, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning For many retirees who…

Year-End Financial To-Do
Investment Insights Monthly Newsletter – November 2024

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 18, 2024 –

Investment Strategy
A Little Rain on the Red Sweep Parade

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Nov 18, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist In the previous week, stock indices were on cloud…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 18, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch All eyes will be on Nvidia this week…

Investment Strategy, Three Things
Year-End Financial To-Do: Should You Take or Defer Gains and Deductions This Year?

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

Nov 14, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Markets are hitting new highs as…

Year-End Financial To-Do
Year-End Financial To-Do: Highlighting the Importance of Planning for Long-Term Care Needs

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Nov 12, 2024 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Over the next six weeks, leading up…

Year-End Financial To-Do
The Art of the Rally: Stocks Melt Up Amid Trump Victory

By Jack Kraft, CFA, Investment Strategist

Nov 11, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities ended the week at all-time highs as traders rotated into…

Investment Strategy, Market Commentary