Insights

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
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