Insights

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
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