Insights

Investment Insights Monthly Newsletter – December 2022

By Bill Hornbarger, Chief Investment Officer

Dec 19, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
The Old One-Two

By Pete Biebel, Senior Vice President

Dec 19, 2022 –

By Pete Biebel, Senior Vice President Coming into last week, the market was going to have to contend…

Investment Strategy, Market Commentary
Year-End Financial To-Do: Should You Take or Defer Gains and Deductions This Year?

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

Dec 15, 2022 –

By Jeffrey R. Wolfe, Esq., Senior Vice President and Manager, Wealth Planning Strategies It’s been a wild year.…

Year-End Financial To-Do
Year-End Financial To-Do: Evaluate Roth Conversion

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

Dec 13, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning If you have been…

Year-End Financial To-Do
Bad News? The Worse the Better!

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

Dec 13, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Inflation held its place as the most talked…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 12, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The Consumer Price Index (CPI) for November will…

Three Things
Year-End Financial To-Do: Check Your Withholding

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

Dec 9, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning As 2022 comes to…

Year-End Financial To-Do
Year-End Financial To-Do: Consider a 529 Plan

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

Dec 6, 2022 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For those saving for education,…

Year-End Financial To-Do
It Came Upon a Midday Clear

By Pete Biebel, Senior Vice President

Dec 5, 2022 –

By Pete Biebel, Senior Vice President Yes, it’s that time of year again when I resort to butchering…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Dec 5, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Energy prices will be in focus this week.…

Investment Strategy, Three Things
Year-End Financial To-Do: Deadlines for Business Owners

By Joe Riley, CFA, Advisor Directed Portfolio Analyst

Dec 2, 2022 –

By Edward O’Neal, Senior Vice President and Manager, Retirement Plans As the attention for many now turns to…

Year-End Financial To-Do
Year-End Financial To-Do: Manage Mutual Fund Distributions

By Joe Riley, CFA, Advisor Directed Portfolio Analyst

Nov 30, 2022 –

By Joe Riley, CFA, Advisor Directed Portfolio Analyst The strong stock and bond markets of the past decade,…

Year-End Financial To-Do