Insights

Year-End Financial To-Do: Check Your Withholding

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

Dec 7, 2021 –

By Theresa Cagle Fry, Senior Vice President, Manager of IRAs, Retirement & Education Planning Nobody likes to have…

Year-End Financial To-Do
Lions & Tigers & Bears, Omicron!

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

Dec 7, 2021 –

By Ben Norris, CFA, Securities Research Analyst, Associate Vice President Investors channeled their best Dorothy from The Wizard…

Investment Strategy, Market Commentary
Three Things to Know & Watch – Dec 6, 2021

By Bill Hornbarger, Chief Investment Officer

Dec 6, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The economic calendar is highlighted by November CPI…

Investment Strategy, Three Things
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2021

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

Nov 30, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Many love the feeling of a…

Year-End Financial To-Do
Three Things to Know & Watch – Nov 29, 2021

By Bill Hornbarger, Chief Investment Officer

Nov 29, 2021 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Despite a full calendar of important economic news,…

Investment Strategy, Three Things
November 22, 2021

By Tad Edwards, Chairman, CEO and President

Nov 22, 2021 –

Updates from Tad Edwards
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