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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.

As Education Expenses Continue to Climb, Are You Saving Now or Borrowing Later?

By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing

May 29, 2020 –

This spring and summer the whole world is living through something that has never been experienced in our…

Education Planning
May 27, 2020

By Tad Edwards, Chairman, CEO and President

May 27, 2020 –

Updates from Tad Edwards
Tax Tip Tuesdays: When’s the Last Time You Did a Paycheck Check-Up?

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

Apr 7, 2020 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning This time last year, many taxpayers…

Tax Tip Tuesdays
Tax Tip Tuesdays: Higher Income Means More Taxes and Likely Less Deductions

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

Mar 31, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies While tax rates these days are…

Tax Tip Tuesdays
March 30, 2020

By Tad Edwards, Chairman, CEO and President

Mar 30, 2020 –

Updates from Tad Edwards
March 19, 2020

By Tad Edwards, Chairman, CEO and President

Mar 19, 2020 –

Tad Edwards, Founder, Chairman, CEO and President of Benjamin F. Edwards, shares news and insights about our business…

Updates from Tad Edwards
Caution: Panic Can Be Infectious

By Pete Biebel, Senior Vice President

Feb 28, 2020 –

By Pete Biebel, Senior Vice President Don’t let this week’s market headlines strike panic. If you consider percentages…

Investment Strategy, Market Commentary
Tax Tip Tuesdays: Eight Questions to Ask Your Tax Professional

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing

Feb 18, 2020 –

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing Many people use or are considering…

Tax Tip Tuesdays
Some IRA Distributions Require Self-Reporting on Your Tax Return

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

Feb 12, 2020 –

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning With tax season in full…

General
Tax Tip Tuesdays: Filing Early, Are There Benefits?

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

Feb 11, 2020 –

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans As the tax deadline approaches, you may…

Tax Tip Tuesdays
Year-End Review and Outlook

By Pete Biebel, Senior Vice President

Dec 31, 2019 –

By Pete Biebel, Senior Vice President The stock market has enjoyed an incredible rally in the final months…

Investment Strategy, Market Commentary
529 Plans and Education Expenses

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

Dec 12, 2019 –

As the year comes to an end, there are so many things to think about. The holidays, guests,…

Year-End Financial To-Do