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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 Quarterly – October 2025

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 23, 2025 –

Two indicators that we pay regular attention to are the total assets in money market funds and the…

Investment Strategy
Learn From Others’ ‘Famous’ Mistakes

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

Oct 23, 2025 –

Perhaps one of the best ways to learn is to learn from your mistakes. However, mistakes in estate…

Estate Planning
Failing to Revisit the Plan

By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

Oct 22, 2025 –

You built a financial plan. You set goals, made projections and picked investments. It feels good. But imagine…

Scary Financial Mistakes
Estate Tax Laws are Finally “Permanent!”

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

Oct 21, 2025 –

With our next installment for Estate Planning Awareness Week, we have a headline that has been impossible to…

Estate Planning
Call the Exterminator, We Might Have a Credit Infestation

By Ben Norris, Senior Vice President, Senior Investment Strategist

Oct 20, 2025 –

The shutdown of the U.S. Government continued last week – a variety of key economic indicators haven’t been…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 20, 2025 –

Earnings reports will dominate this week as the government shutdown continues to restrict the number of economic releases.…

Three Things
Celebrating Estate Planning Awareness Week

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

Oct 20, 2025 –

October 20-24 once again brings about Estate Planning Awareness Week, a creation of the National Association of Estate…

Estate Planning
Not Protecting Your Most Valuable Asset—Your Income

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

Oct 15, 2025 –

Is your family dependent on your ability to make an income now and in the future? If the…

Scary Financial Mistakes
The Truth Toll: Volatility Returns to Equity Markets

By Jack Kraft, Vice President, Investment Strategist

Oct 13, 2025 –

Equity investors got their first taste of volatility on Friday since what has seemed like a relentless upward…

Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 13, 2025 –

The Consumer Price Index report for September will be released next week on Oct. 24, despite the shutdown…

Three Things
Navigating New Retirement Landscape Can Be Scary for Business Owners

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Oct 8, 2025 –

As we get closer to one of the most popular family holidays of the year, Halloween, thoughts turn…

Scary Financial Mistakes
A Fine Kettle of Fish

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Oct 6, 2025 –

Early last week, the market averages floundered a bit but rapidly swam upstream into the weekend. All the…

Market Commentary