Insights

Three Things to Know & Watch – 24 Jan, 2022

By Bill Hornbarger, Chief Investment Officer

Jan 24, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch There will be a large number of earnings…

Investment Strategy, Three Things
Investments Insights Quarterly – January 2022

By Bill Hornbarger, Chief Investment Officer

Jan 19, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Companies Less Impacted by Inflation Could Be a Smart Choice Amid Market Volatility

By Bill Hornbarger, Chief Investment Officer

Jan 19, 2022 –

By Bill Hornbarger, Chief Investment Officer The recent decline in U.S stocks , particularly against the backdrop of…

Investment Strategy
Three Things to Know & Watch – 18 Jan, 2022

By Bill Hornbarger, Chief Investment Officer

Jan 18, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Despite the shortened week on Wall Street, the…

Three Things
Three Things to Know & Watch – 10 Jan, 2022

By Bill Hornbarger, Chief Investment Officer

Jan 10, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch High-profile economic reports this week include a last…

Investment Strategy, Three Things
No Punch for You

By Pete Biebel, Senior Vice President

Jan 10, 2022 –

By Pete Biebel, Senior Vice President If there was a message in the first day of trading last…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 02 Jan, 2022

By Bill Hornbarger, Chief Investment Officer

Jan 3, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The new year starts with a busy calendar.…

Investment Strategy, Three Things
Year-End Financial To-Do: Resolve to Get Your Estate Plan in Shape

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

Dec 29, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we complete this edition of…

Year-End Financial To-Do
Three Things to Know & Watch – 27 Dec, 2022

By Bill Hornbarger, Chief Investment Officer

Dec 27, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The so-called Santa Claus Rally is a seasonal…

Investment Strategy, Three Things
Year-End Financial To-Do: Last Call for 2021 RMDs

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

Dec 27, 2021 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRAs, Retirement & Education Planning Another year is…

Year-End Financial To-Do
Year-End Financial To-Do: Take or Defer Gains and Deductions

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

Dec 22, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies It’s nearing year end, and while…

Year-End Financial To-Do
Year-End Financial To-Do: Evaluate Roth IRA Conversion

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

Dec 21, 2021 –

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning If you have been…

Year-End Financial To-Do