Insights

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
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