Blog

Wake Me When It’s Over

July 22nd, 2019|

By Pete Biebel, Senior Vice President

Stocks had a disappointing performance last week, especially considering that the major averages all finished the previous Friday at record highs.  Trading action was disappointing not only because prices declined, but also because of the general dullness in the market.  Other than a couple knee-jerk reactions to trade war and […]

Summer Savings Strategies: Get an Early Start on Investment Success

July 17th, 2019|

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

One of the more consistently quoted investment concepts is the ‘time value of money’ and the ‘power of compounded growth’.   But what do these terms and concepts actually mean, and how do they impact you?   Perhaps a better way to describe these concepts is with […]

Nonprofit Organizations: Planning for Sustainability

July 16th, 2019|

By Nick Frigerio, Planning and Research Associate, Associate Vice President

Nonprofits have a core mission at the forefront of everything they do for the communities they serve. They have a unique responsibility to invest funds provided by donors that share a passion for that organization’s mission. In fact, nonprofit organizations have the same capital needs as […]

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 […]