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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.

December 9, 2019

By Tad Edwards, Chairman, CEO and President

Dec 9, 2019 –

Updates from Tad Edwards
Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

Dec 5, 2019 –

By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support The popular averages rebounded strongly this year…

Year-End Financial To-Do
Year-End Financial To-Do: Managing Mutual Fund Capital Gain Distributions

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning, Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies and Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support

Nov 14, 2019 –

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning, Jeffrey R. Wolfe, Senior Vice…

Year-End Financial To-Do
Politics and the Estate Tax

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

Oct 24, 2019 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Regardless of which study you choose…

Estate Planning
With Historically Low Interest Rates, Some Planning Ideas May Soar

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

Oct 22, 2019 –

Interest rates have become a hot topic these days. Many people complain there aren’t any bonds paying a…

Estate Planning
National Estate Planning Week is October 21-27th

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

Oct 21, 2019 –

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

Estate Planning
How Do You Spell Financial Aid? F-A-F-S-A

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

Oct 1, 2019 –

October brings a lot of things…cooler weather, falling leaves, pumpkin spice everything, and if you are the parent…

Education Planning
Happy Tax

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Sep 11, 2019 –

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services It is understood that the phrase…

General
Summer Savings Strategies: 5/29 Day!

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

May 29, 2019 –

What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day!…

Education Planning
May 2, 2019

By Tad Edwards, Chairman, CEO and President

May 2, 2019 –

Updates from Tad Edwards
Tax Tip Tuesdays: To File Early or Not, That is the Question!

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

Feb 12, 2019 –

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Once again, it’s that time of year…

Tax Tip Tuesdays
November 2, 2018

By Tad Edwards, Chairman, CEO and President

Nov 2, 2018 –

Updates from Tad Edwards