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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 Monthly – August 2021

By Bill Hornbarger, Chief Investment Officer

Aug 18, 2021 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Nonprofit Organizations: Financial Management for a Sustainable Future

By Nick Frigerio, Vice President and Manager, Planning Applications

Jul 30, 2021 –

By Nick Frigerio, Vice President and Manager, Planning Applications Nonprofit organizations play a major role in the areas…

General
Educational Groups Hope to Improve Compliance by Simplifying Their Plans

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Jul 23, 2021 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Retirement plans for nonprofit and tax-exempt…

General
July 12, 2021

By Tad Edwards, Chairman, CEO and President

Jul 12, 2021 –

Updates from Tad Edwards
Ways to Potentially Minimize Your Tax Bill

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

Jun 30, 2021 –

What times we live in. We’ve seen markets quickly bottom in March of 2020 due to COVID fears,…

Summer Savings Strategies
In A World…Where Interest Rates Go Up

By Ben Norris, Securities Research Analyst, Associate Vice President

Jun 21, 2021 –

By Ben Norris, Securities Research Analyst, Associate Vice President Last week featured a consequential update from the Federal…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Start Planning Now for Next Year

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

May 18, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Well, the extended tax season finally…

Tax Tip Tuesdays
Tax Tip Tuesday: A Retrospective of Tax Tips

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

May 11, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we come to the…

Tax Tip Tuesdays
Tax Tip Tuesday: Is My Social Security Taxable?

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

May 4, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement and Education Planning At one time, all Social…

Tax Tip Tuesdays
Tax Tip Tuesday: The Value of Tax Deferral in a Higher Tax Environment

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Apr 27, 2021 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Like most things, taxation ebbs and…

Tax Tip Tuesdays
Tax Tip Tuesday: Beware of the Dirty Dozen of Tax Scams

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

Apr 6, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Tax scams continue to rise, including…

Tax Tip Tuesdays
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2021

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

Mar 30, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies The vast majority of tax rules…

Tax Tip Tuesdays