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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 – 04 April, 2022

By Bill Hornbarger, Chief Investment Officer. On Wednesday, the Federal Open Market Committee releases the minutes of its last Fed meeting when the Fed raised rates from the 0% lower bound.

Apr 4, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch On Wednesday, the Federal Open Market Committee releases…

Investment Strategy, Three Things
March 30, 2022

By Tad Edwards, Chairman, CEO and President

Mar 30, 2022 –

Updates from Tad Edwards
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2022

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

Mar 29, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Tax rules have generally remained unchanged,…

Tax Tip Tuesdays
Three Things to Know & Watch – 03 March, 2022

By Bill Hornbarger, Chief Investment Officer

Mar 28, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch OPEC+ will hold a virtual meeting this week…

Investment Strategy, Three Things
The Rebound Flounders

By Pete Biebel, Senior Vice President

Mar 28, 2022 –

By Pete Biebel, Senior Vice President Last week, the major averages were angling to add to their recent…

Investment Strategy, Market Commentary
Investments Insights Monthly – March 2022

By Bill Hornbarger, Chief Investment Officer

Mar 24, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 22, 2022 –

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans We’ve now gotten far enough into 2022 that…

Tax Tip Tuesdays
The Fed Hits the Brakes

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

Mar 21, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Markets got back on track last week (following…

Investment Strategy, Market Commentary
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