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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.

Ever-Changing Retirement Landscape Can Be Scary for Business Owners

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Oct 15, 2024 –

For many business owners, one of the most challenging aspects of sponsoring a retirement plan is staying abreast…

Scary Financial Mistakes
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 14, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The European Central Bank meets on Thursday and…

Investment Strategy, Three Things
Underestimating the Cost of College Education

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

Oct 8, 2024 –

One scary financial mistake I often see parents make is underestimating the cost of a college education. For…

Scary Financial Mistakes
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 7, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. Federal Reserve’s (Fed’s) policy focus has…

Investment Strategy, Three Things
Upon Further Reflection

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Oct 7, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist If the market could look in a mirror, I’m…

Investment Strategy, Market Commentary
An Uncoordinated Plan

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

Oct 1, 2024 –

Even though holiday decorations have been on the shelves for nearly a month, it’s October, which means it…

Scary Financial Mistakes
All-Time Highs, Money Market Stickiness and China’s Dovish Pivot

By Peter Hudlow, CFA, Advisor Directed Portfolio Analyst

Sep 30, 2024 –

By Peter Hudlow, CFA, Advisor Directed Portfolio Analyst The S&P 500, Dow Jones Industrial Average and NASDAQ continued…

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

By Jack Kraft, CFA, Investment Strategist

Sep 25, 2024 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Go Big or Go Home

By Jack Kraft, CFA, Investment Strategist

Sep 23, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities finished the week higher as investor sentiment was boosted by…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Sep 23, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch There are 15 Federal Reserve (Fed) appearances this…

Investment Strategy, Three Things
Why Business Owners Need an Exit Strategy

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

Sep 19, 2024 –

Starting a business is exciting and can bring many rewards. Once the business is up and running, an…

General
Fed Rate Update – Sept. 2024

By Bill Hornbarger, Chief Investment Officer

Sep 18, 2024 –

By Bill Hornbarger, Chief Investment Officer Bill Hornbarger, Chief Investment Officer – Benjamin F. Edwards, discusses the Fed…

Investment Strategy, Market Commentary