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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.

Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Nov 3, 2025 –

With the lack of data releases the focus will be on earnings (again) this week. Hundreds of companies…

Three Things
It Was the Best of Times, It Was the Worst of Times

By Peter Biebel, Senior Vice President, Senior Investment Strategist

Nov 3, 2025 –

It’s been a dickens of a market. The major averages all closed at their best weekly levels ever,…

Market Commentary
Benjamin F. Edwards Takes the Guesswork Out of Portfolio Construction

Read about our stock portfolio – the Edwards Dividend Growth Equity 40 – EDGE 40

Oct 31, 2025 –

In the fall of 2021, Benjamin F. Edwards created a stock portfolio called the Edwards Dividend Growth Equity…

General
Costly Rollover Missteps

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

Oct 29, 2025 –

The Internal Revenue Code is a labyrinth of thousands of shifting rules, sections and regulations—so vast and ever-changing…

Scary Financial Mistakes
Three Things to Know & Watch

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 27, 2025 –

Another busy week will be highlighted by the U.S. Federal Reserve meeting and rate decision on Wednesday. Despite…

Three Things
Macro Momentum: Earnings, Inflation, and Trade Truce

By Jack Kraft, Vice President, Investment Strategist

Oct 27, 2025 –

U.S. equities pushed further into record territory last week amid strong corporate earnings and a favorable inflation report.…

Market Commentary
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