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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: Some IRA Distributions Require Self-Reporting

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

Feb 7, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning It’s tax season again. …

Tax Tip Tuesdays
Hooray for Folly-Wood

By Pete Biebel, Senior Vice President

Feb 6, 2023 –

By Pete Biebel, Senior Vice President It’s hard to believe that anyone could have written a zanier script.…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Feb 6, 2023 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Fed speakers will be all over the…

Three Things
February 2023 FOMC Rate Increase

By Bill Hornbarger, Chief Investment Officer

Feb 2, 2023 –

By Bill Hornbarger, Chief Investment Officer Does the Fed see progress in its fight against inflation? Get…

Investment Strategy, Market Commentary
How Growth Got Its Groove Back

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

Jan 31, 2023 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Stocks continued their hot start to the year…

Investment Strategy, Market Commentary
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