Retirement Income: Six Things that Can Blow Up Any Retirement Income Plan

August 15th, 2018|

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

Even some of the best laid plans take an unforeseen turn.  For example, you can develop what seems to be a well thought out approach to funding your retirement, but then something could happen that blows it apart.  While it may be fun to […]

The Market’s Last Gaps Effort

August 13th, 2018|

By Pete Biebel, Senior Vice President

An “opening gap” is a situation in which the price of a stock or index begins the day clearly above the high or clearly below the low of the previous day.  Big opening gaps in individual stocks or market indices are often characterized as either acceleration gaps or exhaustion gaps.  […]

Retirement Income: Taking Social Security Early

August 8th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

The Social Security Administration reports that approximately half of Social Security recipients collect Social Security at the earliest possible age of 62 and almost three-quarters of current beneficiaries are receiving reduced benefits because they filed for Social Security early.  Early beneficiaries are individuals that […]

Thank You, Sir! May I Have Another?

August 6th, 2018|

By Pete Biebel, Senior Vice President

The U.S. market averages got spanked last Monday.  The previous Friday’s weakness, led lower by faltering tech stocks, was the initiation of Monday’s weakness.  Monday’s hazing pushed the NASDAQ Composite Index (COMP) below its 50-day moving average and to near its lowest level in a month.  The S&P 500 Index […]

Responsible Investing

August 3rd, 2018|

By Thomas Hudson, Advisory Investment Analyst

There has been an increasing movement within the financial industry in the form of Responsible Investing. Responsible investing is more than making sure your investments are financially stable. Responsible Investing deals with the moral and encompassing acts of human rights and how a company acts in the capacity of bettering […]

Retirement Income: How Confident Are You?

August 2nd, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Time does funny things.  One minute we’re excited at a new job and our prospects for the future. We’re eager to move into the world, assert our independence and enjoy the fun that financial freedom seems to offer. Then, in what seems to be […]

Faux Pas du Jour

July 30th, 2018|

By Pete Biebel, Senior Vice President

This current “Earnings Season” has generated more than its fair share of acrobatic stock price reactions to quarterly earnings reports.  Every quarter features a wide range of post-earnings gymnastics, from soaring triple summersaults to epic face-plants.  It seemed that each day over the past week or two has featured a […]

Working with Financial Advisors Can Benefit Nonprofit Organizations

July 26th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans and Nick Frigerio, Planning and Research Associate

Nonprofit organizations have the same financial and retirement planning needs as other employer groups such as business owners and self-employed individuals. Nonprofits can include:

Educational Groups (i.e., local K-12 school districts, private/parochial schools, colleges, etc.)
Healthcare Groups (i.e., […]

Summer Savings Strategies: Guard Yourself Against Identity Theft

July 25th, 2018|

By Jennifer Rigdon, Vice President and Manager, Corporate Communications

An unfamiliar bill. A call from a bank asking about unknown charges. These are signs that your identity may have been stolen. Take these steps to protect yourself:

Purchase and start using a cross-cutting shredder.
Don’t respond to e-mail, text or phone messages from organizations you don’t […]

Will I Lose You to a Summer Lull?

July 24th, 2018|

By Pete Biebel, Senior Vice President

Yep, it’s summertime.  Many market players are on beaches, on yachts, generally on hiatus, “See you in September.”  The B-Team is at the controls, “While you’re away don’t forget to write.”  The market’s acceleration to new rebound highs, which began just after the Independence Day holiday, has frozen-up like an […]