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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.

Tax Tip Tuesday: Working With a Tax Preparer – Feb. 2, 2022

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing

Feb 22, 2022 –

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing…

Tax Tip Tuesdays
Russia-Ukraine Conflict Pressures Equity Market

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst

Feb 22, 2022 –

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst Last week, the U.S. equity markets finished lower as investor…

Investment Strategy, Market Commentary
Tax Tip Tuesday: When is the Best Time to File? 2022

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Feb 15, 2022 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Tax season brings with it a…

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

By Bill Hornbarger, Chief Investment Officer

Feb 14, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Multiple Fed speakers are on the docket this…

Investment Strategy, Three Things
Inflation, Invasions, and Interest Rates

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

Feb 14, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Stocks finished lower once again last week with…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting

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

Feb 8, 2022 –

By Theresa Cagle-Fry, Senior Vice President, Manager of IRA’s, Retirement & Education Planning It’s tax season again.…

Tax Tip Tuesdays
Earnings – Reality vs. Perception

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

Feb 8, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President After a rough start to 2022, stocks were…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 07 Feb, 2022

By Bill Hornbarger, Chief Investment Officer

Feb 7, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch After last week’s surprisingly strong jobs report, inflation…

Investment Strategy, Three Things
Tax Tip Tuesday: Tax Season Arrives!

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

Feb 1, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies While we continue to hope that…

Tax Tip Tuesdays
Three Things to Know & Watch – 31 Jan, 2022

By Bill Hornbarger, Chief Investment Officer

Jan 31, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Earnings season is in full swing. High-profile reports…

Investment Strategy, Three Things
Split Decision

By Pete Biebel, Senior Vice President

Jan 31, 2022 –

By Pete Biebel, Senior Vice President In the week following the Martin Luther King holiday, the stock market…

Investment Strategy, Market Commentary
Rates Up, Stocks Down

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

Jan 25, 2022 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Stocks had their worst week since the beginning…

Investment Strategy, Market Commentary