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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.

Mega Caps Running in a Narrow Market

By Jack Kraft, CFA, Investment Strategist

Jun 17, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities finished the week with mixed results: Positive updates on inflation…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 17, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This week’s data calendar includes retail sales, industrial…

Investment Strategy, Three Things
Income That Can Last a Lifetime

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

Jun 12, 2024 –

Increasing life expectancies should be considered in retirement planning to be sure you do not outlive your income…

Summer Savings Strategies
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 10, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. Federal Reserve (Fed) will announce its…

Investment Strategy, Three Things
The Nature of the Market

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jun 10, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist The stock market has spawned a tsunami of gains…

Investment Strategy, Market Commentary
Your Mid-Year Financial Check-In

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

Jun 5, 2024 –

A midyear financial review in 2024 is a great way to ensure you’re on track with your financial…

Summer Savings Strategies
You Can Spell Artificial Intelligence Without Utilities…But You Can’t Power It

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

Jun 4, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President After a surprisingly strong 2023, economic activity appears to…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jun 3, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The focus this week will be squarely on…

Investment Strategy, Three Things
It’s National 5-2-9 Day

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

May 29, 2024 –

Summertime! Adults and kids alike look forward to it. For some, the pace of life slows down a…

Summer Savings Strategies
Investment Insights Monthly Newsletter – May 2024

By Bill Hornbarger, Chief Investment Officer

May 22, 2024 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

May 20, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. economic calendar is relatively light this…

Investment Strategy, Three Things
Welcome to Wally World

By Pete Biebel, Senior Vice President, Senior Investment Strategist

May 20, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist It’s been an action-packed trip, but the market indices…

Investment Strategy, Market Commentary