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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

If You Received 529 Plan Withdrawals, What Do You Do With a 1099-Q?

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

Apr 2, 2024 –

Saving through a 529 education savings plan has several income tax benefits. Although you can’t deduct the contributions…

Tax Tip Tuesdays
Higher Income Continues to Mean More Taxes

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

Mar 26, 2024 –

Tax rules have generally remained unchanged, which is a good thing given rates are historically low. However, even…

Tax Tip Tuesdays
March 25, 2024

By Tad Edwards, Chairman, CEO and President

Mar 25, 2024 –

I’m excited to share that Benjamin F. Edwards placed first in Top Workplaces among the top…

Updates from Tad Edwards
Fed Meeting Dovishness Sends Equities Flying

By Jack Kraft, CFA, Investment Strategist

Mar 25, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. equities pushed forward last week with the S&P 500’s best weekly…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 25, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Most of the big news this week will…

Investment Strategy, Three Things
Investment Insights Monthly Newsletter – March 2024

By Jack Kraft, CFA, Investment Strategist

Mar 21, 2024 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Important Retirement Plan Deadlines and Dates During Tax Season

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

Mar 19, 2024 –

We’re entering that period of tax season that can be the most stressful for business owners. While some…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 18, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. Federal Reserve (Fed) will draw most…

Investment Strategy, Three Things
Digesting the Gains

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Mar 18, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist For the second consecutive week, investors have taken a…

Investment Strategy, Market Commentary
Pros and Con(s)gressional Testimony

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

Mar 12, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The S&P 500 (SPX) posted just its third losing…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Make Your IRA Contributions by Your Tax Filing Due Date

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

Mar 12, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Most people know they…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 11, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch With 10 days to go before the next…

Investment Strategy, Three Things