Blog

Please Don’t Fed the Bears

July 15th, 2019|

By Pete Biebel, Senior Vice President

Long-time readers might recall that I used that same title about four years ago.  Conditions then were unlike they are now; “unlike” as in diametrically opposed.  Back then, the S&P 500 Index (SPX) was hovering just above the 2000 level and the Fed was on the verge of its first […]

Summer Savings Strategies: Keep Your Assets Tax Diversified

July 10th, 2019|

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning

When you retire, your savings and investments will likely become a primary source of income. Did you know that how your retirement income is taxed is impacted by both the type of investments and the type of accounts the income is taken […]

Governmental Entities Strive to Find the ‘Right’ Mix of Benefits for Employees

July 9th, 2019|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Tax-exempt entities share many of the same concerns as other employers in terms of attracting and retaining quality employees.  Determining the ‘right’ mix of competitive compensation and benefit programs to entice new employees, while also rewarding existing employees can be a challenge for all types […]

Summer Savings Strategies: Fight Inflation

July 3rd, 2019|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Purchasing power has stayed fairly stable over the last decade, but for anyone who has lived and invested for 30 or 40 years, the effects of inflation on your savings are more prominent. Are your savings dollars hidden away in a coffee can for protection […]

Healthcare Providers Look for Ways to Attract the Best Talent

July 2nd, 2019|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Healthcare groups have encountered some turbulent times over the past few years, with particular challenges regarding healthcare reform and staffing shortages.  Yet, this market continues to experience overall growth and healthcare providers continue to explore ways to find qualified staff.  To help attract talent, a […]

June Boon

July 1st, 2019|

By Pete Biebel, Senior Vice President

Oh June, you ended too soon.  The month following the May swoon saw markets go over the moon.  The Dow Jones Industrial Average (DJIA) had its best June performance since 1938, climbing about 7.2%.  The S&P 500 Index (SPX) gained nearly 7% for the month, making it its best June […]

Summer Savings Strategies: Turn Summer Jobs Into Super Savings

June 26th, 2019|

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning

If you are like most parents with a household of kids at home for the summer, you are probably busy scheduling summer camps and other activities to keep them busy all summer long. For those of you with teenagers or college students […]

When to Consider a Nonqualified Deferred Compensation Plan?

June 25th, 2019|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

As an employer, it’s important to have enthusiastic and engaged employees, and one way to impact that is by offering competitive employer-sponsored benefits (i.e.  retirement plans, medical benefits, etc.).  For employers particularly interested in approaches for attracting and retaining key employees and executives, a Nonqualified […]

Do You Believe in Magic?

June 24th, 2019|

By Pete Biebel, Senior Vice President

Pretty much all around the world, stocks had a great week last week.  The S&P 500 Index (SPX) hit a new high and ended the week with a 2.2% net gain.  The Dow Jones Industrial Average (DJIA) climbed 2.4% but fell just short of reaching its old highs.  The NASDAQ […]

Summer Savings Strategies: Riding the Waves of the Market While Building Your Nest Egg

June 19th, 2019|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

The Stock and Bond Markets fluctuate up and down daily. Some days the waves are bigger than others, and some investments shoot up and down further than others. Do you have a long-term plan in place to help you ride out the volatile markets?

Timing the […]