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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.

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
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