Insights

Year-End Financial To-Do: If You Are 65 or Older, Make Sure You Check on IRMAA

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

Dec 12, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Print This Post For many…

Year-End Financial To-Do
Going Nowhere Fast

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

Dec 12, 2023 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President Print This Post Without a doubt, 2023 has been…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 11, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This will be a very busy week highlighted…

Three Things
Year-End Financial To-Do: Key Year-End Retirement Plan Deadlines and Opportunities for Business Owners

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

Dec 8, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As the year-end approaches, most folks…

Year-End Financial To-Do
Year-End Financial To-Do: Don’t Miss 529 Savings Plan Contribution and Withdrawal Deadlines; FAFSA Opens Soon

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

Dec 5, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning For most people, the…

Year-End Financial To-Do
A November to Dismember

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Dec 4, 2023 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist By now, you’ve heard all about it: The stock…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 4, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The jobs situation will be front and center…

Investment Strategy, Three Things
Year-End Financial To-Do: Making Annual Gifts to Family and Charity

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

Nov 30, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the feeling of a…

Year-End Financial To-Do
Year-End Financial To-Do: If You Have an IRA, Take Your RMDs; Consider QCDs

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

Nov 28, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning This past year, there…

Year-End Financial To-Do
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 27, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Energy prices are down more than 10% over…

Three Things
November 21, 2023

By Tad Edwards, Chairman, CEO and President

Nov 21, 2023 –

Regarding me, I want to work forever, as I love what I do and am still like a…

Updates from Tad Edwards
Year-End Financial To-Do: Evaluate Roth Conversion

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

Nov 21, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning As we count down…

Year-End Financial To-Do