Insights

Trotting into the Holidays

By Jack Kraft, CFA, Investment Strategist

Nov 20, 2023 –

By Jack Kraft, CFA, Investment Strategist U.S. equities trotted higher last week while investors feasted on positive economic…

Investment Strategy, Market Commentary
Investment Insights Monthly Newsletter – November 2023

By Jack Kraft, CFA, Investment Strategist

Nov 20, 2023 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 20, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It’s a light and holiday-shortened week for the…

Three Things
Year-End Financial To-Do: Should You Take or Defer Gains and Deductions This Year?

Jeffrey R. Wolfe, Esq., Senior Vice President, Manager of Wealth Planning Strategies

Nov 15, 2023 –

By Jeffrey R. Wolfe, Esq., Senior Vice President, Manager of Wealth Planning Strategies As we roll toward the…

Year-End Financial To-Do
Year-End Financial To-Do: Hybrid LTC Insurance Products Can Help with Long-term Care ‘Denial’

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

Nov 14, 2023 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance As families get together over the holidays,…

Year-End Financial To-Do
All Aboard!

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

Nov 13, 2023 –

By Pete Biebel, Senior Investment Strategist In recent weeks, there has been a significant increase in bullishness among…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 13, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The October Consumer Price Index (CPI) report will…

Investment Strategy, Three Things
Soaring Like a Dove

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

Nov 6, 2023 –

By Jack Kraft, CFA U.S. equities rallied last week as investors flocked to buy up stocks in what…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 6, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch After last week’s strong performance, the markets face…

Investment Strategy, Three Things
Earnings Tricks and Economic Treats

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

Oct 31, 2023 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President It’s officially spooky season, and global investment markets are…

Investment Strategy, Market Commentary
Business Owners Beware – You Could be Missing Out on Retirement Plan Tax Incentives!

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Oct 31, 2023 –

The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, enacted on December 29, 2022, was designed…

Scary Financial Mistakes
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 30, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Investors have a busy week this week with…

Investment Strategy, Three Things