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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.

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
October 5, 2018

By Tad Edwards, Chairman, CEO and President

Oct 5, 2018 –

Updates from Tad Edwards
May 14, 2018

By Tad Edwards, Chairman, CEO and President

May 14, 2018 –

Updates from Tad Edwards
January 31, 2018

By Tad Edwards, Chairman, CEO and President

Jan 31, 2018 –

Updates from Tad Edwards
December 18, 2017

By Tad Edwards, Chairman, CEO and President

Dec 18, 2017 –

Updates from Tad Edwards
September 7, 2017

By Tad Edwards, Chairman, CEO and President

Sep 7, 2017 –

Updates from Tad Edwards
March 4, 2016

By Tad Edwards, Chairman, CEO and President

Mar 4, 2016 –

Updates from Tad Edwards