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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.

Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 11, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Both the S&P 500 and Dow Jones Industrial…

Investment Strategy, Three Things
What Election Results Could Mean for the Markets

By Bill Hornbarger, Chief Investment Officer

Nov 7, 2024 –

By Bill Hornbarger, Chief Investment Officer As we write this the day after the 2024 Presidential Election, equities…

Investment Strategy
Go Vote

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

Nov 4, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Halloween was last week, but the first full trading…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 4, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Early in the week, the U.S. presidential election…

Investment Strategy, Three Things
2024 Year-End Tax Guide

Click here to open the full guide in a new tab.

Oct 31, 2024 –

Click here to open the full guide in a new tab.

Year-End Financial To-Do
Needing Long-Term Care in Retirement Without a Plan

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

Oct 29, 2024 –

The idea of having a prolonged physical illness, disability or a long-term cognitive impairment, such as Alzheimer’s, can…

Scary Financial Mistakes
Treading at High Altitudes: Valuations, Earnings and Market Risks

By Jack Kraft, CFA, Investment Strategist

Oct 28, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities saw mixed performance last week as investors navigated a wave…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 28, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It’s a huge week for earnings, with five…

Investment Strategy, Three Things
Start Preparing for Possible Tax Changes in 2026

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

Oct 24, 2024 –

Perhaps you recall the term “Fiscal Cliff” from 2012? At that time there were several tax laws, spending…

Estate Planning
Incapacity Planning Should Not Be Overlooked in Your Estate Planning

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

Oct 23, 2024 –

As we continue on with Estate Planning Awareness Week, we need to address one of the most important,…

Estate Planning
Investment Insights Quarterly Newsletter – October 2024

By Bill Hornbarger, Chief Investment Officer

Oct 23, 2024 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Financial Concerns Keeping Many Americans Up at Night

By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

Oct 22, 2024 –

Alarming statistics reveal that many households struggle with their finances. This week, we’ll dive into some of the…

Scary Financial Mistakes