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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: Take Your RMDs; Consider QCDs

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

Nov 17, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning I regularly see countdown…

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

By Bill Hornbarger, Chief Investment Officer

Nov 14, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The retail sector will be front and center…

Three Things
Don’t Think Twice, It’s Alright

By Pete Biebel, Senior Vice President

Nov 14, 2022 –

By Pete Biebel, Senior Vice President In the words of Bob Dylan, “Well, it ain’t no use to…

Market Commentary
Caught Between a Hawk and a Hard Place

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

Nov 8, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Once again, the Fed – the Federal Open…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Nov 7, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. mid-term elections will dominate the headlines…

Investment Strategy, Three Things
Scary Financial Mistakes: Ignoring Year of Death RMDs When Inheriting an IRA

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

Oct 31, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning Paying taxes can be…

Scary Financial Mistakes
And We’ll Have Fun, Fun, Fun ‘til…

By Pete Biebel, Senior Vice President

Oct 31, 2022 –

By Pete Biebel, Senior Vice President Almost everyone knows that line from the old Beach Boys song about…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 31, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This is the busiest week of the earnings…

Investment Strategy, Three Things
Scary Financial Mistakes: Overlooking Asset Allocation

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

Oct 25, 2022 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing Scary movie month is in…

Scary Financial Mistakes
Investments Insights Quarterly – October 2022

By Bill Hornbarger, Chief Investment Officer

Oct 24, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Quit Your Low Down Days for Now…

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst

Oct 24, 2022 –

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst The U.S. equity market experienced a much-needed relief rally last…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Oct 24, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Third-quarter earnings will continue to be the focus…

Investment Strategy, Three Things