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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.

Tax Tip Tuesday: Make Your IRA Contributions by April 18 This Year

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

Mar 14, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning You have a little…

Tax Tip Tuesdays
Facts Behind the Banking Developments

Mar 14, 2023 –

Investment Strategy
Lightning Strikes

By Pete Biebel, Senior Vice President

Mar 13, 2023 –

By Pete Biebel, Senior Vice President Over the past couple months, we have documented our concerns about the…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 13, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The week ahead is expected to be dominated…

Investment Strategy, Three Things
I’m Only the Piano Player

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President

Mar 7, 2023 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Treasury yields continued their climb last week as…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Defer Taxes and RMDs – The Appeal of QLACs

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

Mar 7, 2023 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Qualified Longevity Annuity Contracts (QLACs) are issued…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 6, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch One of the two big events this week…

Investment Strategy, Three Things
Tax Tip Tuesday: Beware of Potential Tax Scams

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

Feb 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies The IRS continues to publish warnings…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 27, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch It is a busy week on the economic…

Investment Strategy, Three Things
Take a Peak

By Pete Biebel, Senior Vice President

Feb 27, 2023 –

By Pete Biebel, Senior Vice President As we gaze back at market activity over the past two months,…

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

By Bill Hornbarger, Chief Investment Officer

Feb 24, 2023 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Tax Tip Tuesday: Working With a Tax Preparer

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Feb 21, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For many people, preparing and…

Tax Tip Tuesdays