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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.

Investment Insights Monthly Newsletter – November 2025

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 20, 2025 –

Many of us have heard the phrase “the four most dangerous words in the English language are ‘this…

Investment Strategy
Avoid the IRS Naughty List – Take Your RMDs Before the Year Ends

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

Nov 18, 2025 –

As the holiday season approaches and calendars fill with celebrations, it’s easy to overlook important financial deadlines. But…

Year-End Financial To-Do
Mixed Signals: AI Scrutiny as Earnings Stay Strong

By Jack Kraft, Vice President, Investment Strategist

Nov 17, 2025 –

U.S. equities finished last week mixed despite the U.S. government shutdown coming to an end as investors’ concerns…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 17, 2025 –

Nvidia will report earnings on Wednesday. The world’s largest company and a bellwether in the tech and artificial…

Three Things
Should You Take or Defer Gains and Deductions This Year?

By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Nov 13, 2025 –

The world continues to be an interesting place. War remains in Ukraine while a delicate peace is being…

Year-End Financial To-Do
Do You Experience Long-Term Care Denial?

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

Nov 11, 2025 –

During the holidays, many families will have someone close to them, possibly a parent, who needs assistance with…

Year-End Financial To-Do
Let’s Make a Deal! (To Reopen the Government)

By Ben Norris, Senior Vice President, Senior Investment Strategist

Nov 11, 2025 –

Stocks finished lower last week amid growing concern that the massive investment in artificial intelligence (AI) witnessed over…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 10, 2025 –

On Sunday evening, significant progress was made to end the government shutdown at 40 days. It will take…

Three Things
A Thanksgiving Message from Tad Edwards 2025

By Tad Edwards, Chairman, CEO and President

Nov 7, 2025 –

Listen as Tad shares a Thanksgiving message to everyone…

Updates from Tad Edwards
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 3, 2025 –

With the lack of data releases the focus will be on earnings (again) this week. Hundreds of companies…

Three Things
It Was the Best of Times, It Was the Worst of Times

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Nov 3, 2025 –

It’s been a dickens of a market. The major averages all closed at their best weekly levels ever,…

Market Commentary
Benjamin F. Edwards Takes the Guesswork Out of Portfolio Construction

Read about our stock portfolio – the Edwards Dividend Growth Equity 40 – EDGE 40

Oct 31, 2025 –

In the fall of 2021, Benjamin F. Edwards created a stock portfolio called the Edwards Dividend Growth Equity…

Market Commentary