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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.

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
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