Blog

Summer Savings Strategies: The Earlier the Better – Graduates Should Start Saving for Retirement Now!

May 8th, 2019|

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

Congratulations college graduates, all your late-night study sessions and frantic essay writing is finally over! Now, welcome to the “real world” as your attention begins to turn to matters of joining the workforce and actual adult financial matters. Saving for retirement is probably near the […]

May Day Mayday Maybe

May 6th, 2019|

By Pete Biebel, Senior Vice President

“Mayday” is an internationally recognized emergency alert word that was originated in 1923 by a senior radio officer at an airport in London.  He had been asked to come up with a word, which could be easily understood by airmen and ground crews, that would be specifically used to indicate […]

2019 Summer Saving Strategies

May 1st, 2019|

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

Temperatures are warming up and flowers are blooming which means summer is right around the corner.  Have you been busy making summer plans?  Are you going to travel somewhere for a well-deserved vacation?  Are you planning to finally read that book you […]

Take Me Out to the Ballgame

April 29th, 2019|

By Pete Biebel, Senior Vice President

Market action over the past several weeks has been similar to how some non-fans characterize a baseball game: extended stretches of inaction interspersed with occasional brief flashes of excitement.  Indeed, most of the recent trading sessions have been yawners.  Nearly all the action in the last two weeks came in […]

Tax Tip Tuesday: Well, Wasn’t That Pleasant?

April 16th, 2019|

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

So, another tax season has come to an end.  This one, though, was a little unique as it was the first tax season under the Tax Cuts and Jobs Act of 2017 (“Tax Act”).  Were you surprised this year?  Did you have to pay […]

Congratulations! It’s Tax Freedom Day!

April 16th, 2019|

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

You may still be recovering from paying your income taxes, but did you know that you can now celebrate “Tax Freedom Day®” according to the nonpartisan Tax Foundation.  Today, American taxpayers will have earned enough as a whole to pay off their federal, state, […]

Borderline Border Crossing

April 15th, 2019|

By Pete Biebel, Senior Vice President

Last week I wrote that, “One key take-away from this week’s trading might be how COMP and SPX perform if, and when, they reach those big number levels.  If SPX can punch through 2900 for more than a few hours and by more than a few points, then it’s likely […]

April Brings Taxes, National Retirement Planning Week and Financial Literacy Month

April 11th, 2019|

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

Nowadays, it seems there is a day, week, or month devoted to everything – National Garlic Day, National Bowling Week, and National Canine Fitness Month to name a few.  In the financial world, the month of April bring us our tax filing deadline day, […]

Tax Tip Tuesday: Higher Income Means More Taxes and Likely Less Deductions

April 9th, 2019|

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

As we have discussed throughout this year’s blog series, the new tax laws have lowered income tax rates generally.  However, Uncle Sam still plans to take a little extra from higher income earners.  While many tax thresholds are indexed for inflation, like the AMT […]

Feeling More Pullish

April 8th, 2019|

By Pete Biebel, Senior Vice President

Stocks easily continued higher last week with both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) gaining about 2% for the week.  The NASDAQ Composite Index (COMP) was up nearly 3%.  The averages all gapped higher on Monday morning and never looked back.  They also gapped […]