Insights

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
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