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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.

Tax Season Arrives Again!

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

Jan 27, 2026 –

What a difference a year can make! Last year, as we kicked off our annual Tax Tip Tuesdays…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Jan 26, 2026 –

The U.S. Federal Reserve (Fed) meets for the first time this year on Tuesday and Wednesday and is…

Three Things
Another Stormy Weekend

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Jan 26, 2026 –

Over the past few days, winter storm Fern impacted hundreds of millions of Americans as it brought heavy…

Market Commentary
2026 Investment Outlook

Benjamin F. Edwards Investment Strategy

Jan 23, 2026 –

Take a look at some of the major themes we are watching as we enter 2026.

Investment Strategy
No Rest for the Weary

By Ben Norris, Senior Vice President, Senior Investment Strategist

Jan 13, 2026 –

We hope you had a relaxing holiday season because it has already been an eventful start to the…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Jan 12, 2026 –

The fourth-quarter earnings season starts this week with several of the large financial institutions kicking things off. JP…

Three Things
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Jan 5, 2026 –

Monday trading will focus on the reactions to the news from Venezuela, which will be of particular interest…

Three Things
Federal Tax Transfer Tax Laws are Permanent — Time to Review Your Plan

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

Dec 29, 2025 –

Hopefully you are surviving the hustle and bustle of the holiday season and preparing for a fantastic 2026.…

Year-End Financial To-Do
Investment Insights Monthly Newsletter – December 2025

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Dec 23, 2025 –

The Federal Open Market Committee (FOMC) lowered rates in December for the third consecutive meeting after standing pat…

Investment Strategy
Put a Bow on It

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Dec 22, 2025 –

Over the next week and a half, we’ll be putting the wraps on 2025. It was a year…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Dec 22, 2025 –

Despite the holiday-shortened week, investors will see some economic data, including consumer confidence for December, durable goods orders…

Three Things
State Mandates Present New Retirement Options for Business Owners

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Dec 18, 2025 –

As we enter the last few weeks of 2025 and prepare for 2026, one of the many challenges…

Year-End Financial To-Do