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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.

Investment Insights Quarterly – October 2021

By Bill Hornbarger, Chief Investment Officer

Oct 27, 2021 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Three Things to Know & Watch – 25 Oct, 2022

By Bill Hornbarger, Chief Investment Officer

Oct 25, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Approximately 30% of the S&P 500 members report…

Investment Strategy, Three Things
A Couple Dashes of Seasoning

By Pete Biebel, Senior Vice President

Oct 25, 2021 –

By Pete Biebel, Senior Vice President Over the past couple months, you’ve probably heard a sprinkling of sage…

Investment Strategy, Market Commentary
Estate and Gift Tax Rules May Change Again!

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

Oct 21, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As we wrap up Estate Planning…

Estate Planning
Estate Planning: Review Your Successor Appointments

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

Oct 20, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As National Estate Planning Awareness week…

Estate Planning
Scary Financial Mistakes: Forgetting to Take Required Minimum Distributions

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning

Oct 20, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement & Education Planning Paying taxes can be scary…

Scary Financial Mistakes
No Taper Tantrums, This Bull Market is All Grown Up

By Ben Norris, Securities Research Analyst, Associate Vice President

Oct 19, 2021 –

By Ben Norris, Securities Research Analyst, Associate Vice President Third-quarter earnings season kicked off last week accompanied by…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 18 Oct, 2022

By Bill Hornbarger, Chief Investment Officer

Oct 18, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Earnings season begins in earnest this week. In…

Investment Strategy, Three Things
Kicking Off National Estate Planning Awareness Week

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

Oct 18, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Once again, the National Association of…

Estate Planning
Three Things to Know & Watch – 11 Oct, 2022

By Bill Hornbarger, Chief Investment Officer

Oct 11, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The third-quarter earnings season kicks off in earnest…

Investment Strategy, Three Things
No Time to Die

By Pete Biebel, Senior Vice President

Oct 11, 2021 –

By Pete Biebel, Senior Vice President Yep, that’s the title of the new, just-released James Bond movie. It…

Investment Strategy, Market Commentary
Economic & Market Recap – September 2021

Oct 7, 2021 –

General