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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.

Year-End Financial To-Do: Harvest Capital Losses to Offset Capital Gains

By Eric Estelle, Manager, Financial Planning & Marketing

Nov 22, 2021 –

By Eric Estelle, Manager, Financial Planning & Marketing In general, the stock market has been on the rise…

Year-End Financial To-Do
Three Things to Know & Watch – Nov 22, 2021

By Bill Hornbarger, Chief Investment Officer

Nov 22, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The markets will be closed on Thursday and…

Three Things
Handle With Care

By Pete Biebel, Senior Vice President

Nov 22, 2021 –

By Pete Biebel, Senior Vice President As the holiday season begins, with it comes the eager anticipation of…

Investment Strategy, Market Commentary
Year-End Financial To-Do: Take Your RMDs; Consider QCDs

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

Nov 18, 2021 –

By Theresa Cagle Fry, Senior Vice President and Manager, IRAs, Retirement & Education Planning November is here and…

Year-End Financial To-Do
Investors Everywhere: “More Earnings, Less Inflation!”

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

Nov 16, 2021 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Stocks finished mildly lower last week, dragged down…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 15 Nov, 2022

By Bill Hornbarger, Chief Investment Officer

Nov 16, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The consumer, and in particular, consumer spending will…

Investment Strategy, Three Things
Investment Insights Monthly – November 2021

By Bill Hornbarger, Chief Investment Officer

Nov 12, 2021 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Three Things to Know & Watch – 08 Nov, 2022

By Bill Hornbarger, Chief Investment Officer

Nov 9, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Both investors and policymakers will anxiously await this…

Investment Strategy, Three Things
It’s Flyin’ Time Again

By Pete Biebel, Senior Vice President

Nov 8, 2021 –

By Pete Biebel, Senior Vice President Since the take-off from their lows in early-October, the market averages have…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 1 Nov, 2022

By Bill Hornbarger, Chief Investment Officer

Nov 1, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The FOMC meets this week and will be…

Investment Strategy, Three Things
Halloween Can’t Spook the Equity Markets

By Jack Kraft, Advisor Directed Portfolio Analyst

Nov 1, 2021 –

By Jack Kraft, Advisor Directed Portfolio Analyst Halloween season did very little to spook an ounce of fear…

Investment Strategy, Market Commentary
Scary Financial Mistakes: Ignoring Incapacity Planning

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

Oct 27, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we continue our financial mistakes…

Scary Financial Mistakes