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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: Tax Season Arrives!

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

Jan 31, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As is our custom here in…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 30, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This is a big week for the financial…

Investment Strategy, Three Things
‘Tis the Season

By Pete Biebel, Senior Vice President

Jan 23, 2023 –

By Pete Biebel, Senior Vice President Wait. Don’t you mean “’Twas the season?” Christmas, Hanukkah, Kwanzaa and Festivus…

Investment Strategy, Market Commentary
Investment Insights Quarterly – January 2023

By Bill Hornbarger, Chief Investment Officer

Jan 22, 2023 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
SECURE 2.0 Will Impact Retirement Planning Over the Next Decade

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

Jan 19, 2023 –

In the evening hours of December 29, 2022, a comprehensive package of retirement reforms was signed into law…

Retirement
Santa Delivered; But Strategists Say, ‘Hold Your Reindeer!’

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

Jan 10, 2023 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Welcome to 2023! The first trading week of…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jan 9, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Inflation will be the highlight of the week.…

Investment Strategy, Three Things
Year-End Financial To-Do: Review Your Financial Situation and Take Action

By Byron Goodrich, Associate Vice President and Manager, Financial Strategies Communications

Dec 30, 2022 –

By Byron Goodrich, Associate Vice President and Manager, Financial Strategies Communications The end of the year is finally…

Year-End Financial To-Do
Year-End Financial To-Do: Consider a Family Meeting

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

Dec 28, 2022 –

By Jeffrey R. Wolfe, Esq., Senior Vice President and Manager, Wealth Planning Strategies As the holiday season is…

Year-End Financial To-Do
Year-End Financial To-Do: One Week Remains for 2022 RMDs and QCDs

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

Dec 22, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Here we are again…

Year-End Financial To-Do
Year-End Financial To-Do: Making Annual Gifts to Family and Charity

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

Dec 20, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the satisfying feeling of…

Year-End Financial To-Do
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 19, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The markets will continue to digest the Fed’s…

Investment Strategy, Three Things