Don’t Skip Past This Question

February 21st, 2018|

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

Starting this month, your financial advisor may be asking you a new question.  It isn’t about your savings plan or investment objectives.  This question has to do with naming a trusted contact person on your account.  A trusted contact person is someone you authorize […]

Love is Bliss!

February 14th, 2018|

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

Happy Valentine’s Day! Are you and your significant other ready for a blissful retirement? Your Benjamin F. Edwards financial advisor can help you find out just how ready you are. Your advisor has access to a planning tool that can not only tell you your […]

Two Types of Protection for Your Money

November 27th, 2017|

By Byron Goodrich, Associate Vice President, Marketing Associate

Whether you deposit money into a bank account (checking or savings) or you add to the investments in your brokerage account, you want to know that your assets are protected. Insurance coverages can’t guard customers against market losses, but they do provide peace of mind knowing you’ll be […]

Families Must Discuss Their Legacy Plans, Especially Those That Have Family Businesses

September 22nd, 2017|

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

Perhaps one of the most difficult, and consequently most overlooked, issues for financial planning involves sharing plans with loved ones.  Whether it’s the older generation wanting to share details of what the younger generation may inherit, or if it’s a younger generation concerned about the […]

Why Nonprofit Organizations Need Financial Advice

July 31st, 2017|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans; and Brett Edwards, Associate Vice President and Senior Planning & 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, […]

The Importance of Defining Investment Objectives for Nonprofit Organizations

July 19th, 2017|

By Brett Edwards, Associate Vice President and Senior Planning & Research Associate

Running a nonprofit organization means running a business—and a business needs operating capital and sustainability. All nonprofits have a core mission at the forefront of everything they do for the communities they serve. Nonprofit leaders understand that accomplishing this mission requires careful planning and […]

Same Old Grind, Same Old Ground

October 24th, 2016|

By Pete Biebel, Vice President

Following the pattern established earlier in the month, the market averages ground through the week in narrowing ranges. Again last week, most of the volatility was confined to opening gaps fueled largely by individual stocks reacting to surprising earnings reports. Again last week, some large swings in currency valuations also produced […]

Road Map for Investing Success: An Investment Primer

August 25th, 2016|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Whether you’re wanting to learn some basics about investing or have just started investing a few bucks in the stock market, whatever your reason, get the ball rolling with understanding some of the fundamental concepts of investing. While none of these strategies can guarantee […]

Summer Savings Strategies: Guard Yourself Against Identity Theft

August 23rd, 2016|

By Kerri Spindel, 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 know.
Don’t look […]

Summer Savings Strategies: Keep Your Assets Tax Diversified

August 16th, 2016|

By Theresa Fry, Vice President and Manager, IRA and Retirement Planning

When you retire, your savings and investments will likely become a primary source of income. Did you know that how income is taxed is impacted by the type of investment and the type of account the income is taken from? There are three main categories […]