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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.

Three Things to Know & Watch – 21 March, 2022

By Bill Hornbarger, Chief Investment Officer

Mar 21, 2022 –

By Bill Hornbarger, Chief Investment Officer Three things to watch The economic data this week is mostly second…

Three Things
Tax Tip Tuesday: Make Your IRA Contributions by April 18 This Year

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Mar 15, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning You have a…

Tax Tip Tuesdays
Three Things to Know & Watch – 14 March, 2022

By Bill Hornbarger, Chief Investment Officer

Mar 14, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The Federal Reserve meets this week and the…

Three Things
Under the Gun

By Pete Biebel, Senior Vice President

Mar 14, 2022 –

By Pete Biebel, Senior Vice President Both our stock market and our bond market misfired again last week.…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Variable Universal Life Offers Numerous Tax Advantages

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

Mar 8, 2022 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Investing in a retirement account such as…

Tax Tip Tuesdays
Three Things to Know & Watch – 07 March, 2022

By Bill Hornbarger, Chief Investment Officer

Mar 7, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The completely unpredictable effects of the Russian invasion…

Investment Strategy, Three Things
Punishing Putin’s Pocketbook

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

Mar 7, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Since Russia moved to invade Ukraine on Feb.…

Investment Strategy, Market Commentary
Market Perspective: Russia-Ukraine Investor Exposure

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst

Mar 2, 2022 –

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst Diversified portfolios allow investors to reap the benefits of having…

Investment Strategy
Tax Tip Tuesday: Beware of Potential Tax Scams

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

Mar 1, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies The IRS continues to publish warnings…

Tax Tip Tuesdays
Three Things to Know & Watch – 02 Feb, 2022

By Bill Hornbarger, Chief Investment Officer

Feb 28, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The economic calendar is busy with top-tier data…

Investment Strategy, Three Things
Goodbye Yellow Brick Road

By Pete Biebel, Senior Vice President

Feb 28, 2022 –

By Pete Biebel, Senior Vice President Investing is a long-term journey. We all hope for fair weather and…

Market Commentary
Investments Insights Monthly – February 2022

By Bill Hornbarger, Chief Investment Officer

Feb 23, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy