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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

Apr 22, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The economic calendar is backloaded with important data…

Investment Strategy, Three Things
That’s a Wrap: As Tax Season Ends It’s Time to Look Forward to the Next

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

Apr 16, 2024 –

Unless you filed for an extension, or live in Maine or Massachusetts, congratulations! The 2023 tax season is…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Apr 15, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Geopolitics will be top of mind for everyone,…

Investment Strategy, Three Things
I Love Loosey

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Apr 15, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist For the last two months of 2023 and the…

Investment Strategy, Market Commentary
About Mutual Fund Distributions

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

Apr 9, 2024 –

Mutual funds are among investors’ most popular tools for creating a diversified portfolio. Depending on which fund you…

Tax Tip Tuesdays
Strong Employment Figures Eclipse the Fed’s Case for Rate Cuts

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

Apr 8, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President A week packed with economic data releases further clouded…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Apr 8, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Key events this week include the March Consumer…

Investment Strategy, Three Things
If You Received 529 Plan Withdrawals, What Do You Do With a 1099-Q?

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

Apr 2, 2024 –

Saving through a 529 education savings plan has several income tax benefits. Although you can’t deduct the contributions…

Tax Tip Tuesdays
Higher Income Continues to Mean More Taxes

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

Mar 26, 2024 –

Tax rules have generally remained unchanged, which is a good thing given rates are historically low. However, even…

Tax Tip Tuesdays
March 25, 2024

By Tad Edwards, Chairman, CEO and President

Mar 25, 2024 –

I’m excited to share that Benjamin F. Edwards placed first in Top Workplaces among the top…

Updates from Tad Edwards
Fed Meeting Dovishness Sends Equities Flying

By Jack Kraft, CFA, Investment Strategist

Mar 25, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities pushed forward last week with the S&P 500’s best weekly…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 25, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Most of the big news this week will…

Investment Strategy, Three Things