Insights

Fresh All Time Highs

By Jack Kraft, CFA, Investment Strategist

Jan 22, 2024 –

By Jack Kraft, CFA, Investment Strategist Equities had another positive week as stocks ran higher amid a flurry…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 22, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch There are two very important pieces of data…

Investment Strategy, Three Things
Investment Insights Quarterly Newsletter – January 2024

By Bill Hornbarger, Chief Investment Officer

Jan 19, 2024 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Bill’s Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 8, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The first full trading week of 2024 will…

Investment Strategy, Three Things
The Slightly Less Magnificent Seven

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

Jan 8, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The fourth quarter of 2023 went out with a…

Investment Strategy, Market Commentary
Year-End Financial To-Do: Implement or Update Your Estate Plan

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

Dec 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies You’re surviving the bustle of the…

Year-End Financial To-Do
Year-End Financial To-Do: Prepare for Mutual Fund Distributions

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Dec 21, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing The distinctive nature of gains…

Year-End Financial To-Do
Investment Insights Monthly Newsletter – December 2023

By Jack Kraft, CFA, Investment Strategist

Dec 21, 2023 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Year-End Financial To-Do: 2024 Brings New Retirement Savings Opportunities for Individuals and Business Owners

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Dec 19, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we all look to close…

Year-End Financial To-Do
All Is Calm, All Is Bright

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Dec 18, 2023 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist At last week’s U.S. Federal Reserve (Fed) Open Market…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 18, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The economic calendar is busy this week with…

Investment Strategy, Three Things
Year-End Financial To-Do: Tax-Loss Harvesting

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Dec 15, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For investors in stocks and…

Year-End Financial To-Do