About Chris Husted

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So far has created 271 blog entries.

Great Expectations

January 17th, 2017|

By Pete Biebel, Vice President

The “Make America Great Again” promise of the incoming administration propelled the stock market’s post-election rally from early November into the holiday season. The rush of buying came on very optimistic expectations of the winning party’s campaign promises ultimately leading to higher earnings, higher interest rates, less regulation and a stronger […]

Lighting Up the Christmas Tree

January 9th, 2017|

By Pete Biebel, Vice President

When I last published one of these commentaries, I suggested that the market’s forward drive might be losing traction (see Oh Come All Ye Salt Trucks). The market’s relatively steep run up since Election Day had been showing signs of stalling and backsliding. We now know that the instant the lights […]

Year-End Financial To-Do: Should You Take or Defer Gains and Deductions?

December 20th, 2016|

By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing

Year-end is a great time to review your tax situation for opportunities to pay less in taxes or pay taxes at a lower rate. Review your portfolio and other financial matters along with your projected income and tax rates with your tax advisor to […]

Oh Come All Ye Salt Trucks

December 19th, 2016|

By Pete Biebel, Vice President

Over the past several days, and just before the official beginning of winter, millions of drivers from Kansas to Connecticut were forced to reacquaint themselves with their winter driving skills, or lack thereof. With much of the Northeast experiencing freezing rain, sleet and snow, many highways, streets and cul de sacs […]

Year-End Financial To-Do: Consider Making a 529 Plan Contribution

December 19th, 2016|

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

Tired of holiday shopping? Give the gift of education! If you have children or grandchildren in your life the gift of a college education will go a long way. College costs are rising rapidly and without a savings plan in place many students will graduate […]

Year-End Financial To-Do: Review Your Insurance Needs

December 15th, 2016|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

As the holiday season approaches, maybe your thoughts turn to family concerns. As a result, it may be a good time to plan for the unexpected, to be sure you have the proper coverage in place should you become disabled or in the event of your […]

Year-End Financial To-Do: Consider Formalizing your Charitable Giving

December 14th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

At year-end many support the holiday spirit and consider making charitable gifts. It’s also pretty practical to review your potential tax liability and see whether charitable giving may make sense if you itemize your deductions. There are some standard year end […]

The Gomer Pyle Rally

December 12th, 2016|

By Pete Biebel, Vice President

The first surprise was not just that Mr. Trump won the election, but also that the election resulted in an across-the-board Republican victory. The second surprise was that, instead of plunging on Mr. Trump’s election, the market actually rallied; in fact, it rallied a lot. Then, in what may be the […]

Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio

December 12th, 2016|

By Bruce Buerkle, CFA, Vice President, Manager Securities Research Support

Financial markets achieved new all-time highs recently. Bond yields have risen and the weightings of the equity sectors within the S&P 500 are markedly different now than they were at the start of the year. Your investment mix may have shifted away from your target portfolio […]

Year-End Financial To-Do: File the FAFSA

December 8th, 2016|

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

If you have college aged children, you are probably taking on the task of filing the FAFSA (Free Application for Federal Student Aid) for the 2017-2018 school year. This is the main financial aid document that millions of parents complete every year to be eligible […]