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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.

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
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 28, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch A heavy economic calendar welcomed investors back from…

Three Things
Year-end Financial To-Do: Tax Loss Harvesting

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

Nov 23, 2022 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing The end of the year…

Year-End Financial To-Do
Investments Insights Monthly Newsletter – November 2022

By Bill Hornbarger, Chief Investment Officer

Nov 23, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Year-End Financial To-Do: Make a Plan for Long-Term Care

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

Nov 22, 2022 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance November is Long-Term Care Awareness Month which…

Year-End Financial To-Do
Turkeys Fly, But Do They Land Softly?

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

Nov 22, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Turkeys rarely fly but when they do, they…

Investment Strategy, Market Commentary
November 21, 2022

By Tad Edwards, Chairman, CEO and President

Nov 21, 2022 –

Updates from Tad Edwards
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 21, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Investors will face a holiday-shortened week with the…

Three Things