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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.

It’s Gonna Be May(be)

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

Feb 5, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The U.S. labor picture continued to be confounding last…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 5, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It’s another big week for earnings with over…

Investment Strategy, Three Things
Tax Tip Tuesday: Tax Season is Here!

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

Jan 30, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Much like the freezing storms that…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 29, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This could be a pivotal week for the…

Investment Strategy, Three Things
Perfect Weather

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jan 29, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist From coast to coast, the nation has endured some…

Investment Strategy, Market Commentary
Fresh All Time Highs

By Jack Kraft, CFA, Investment Strategist

Jan 22, 2024 –

By Jack Kraft, CFA, Investment Strategist Equities had another positive week as stocks ran higher amid a flurry…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 22, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch There are two very important pieces of data…

Investment Strategy, Three Things
Investment Insights Quarterly Newsletter – January 2024

By Bill Hornbarger, Chief Investment Officer

Jan 19, 2024 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Bill’s Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 8, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The first full trading week of 2024 will…

Investment Strategy, Three Things
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