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 […]

Take Action in Attracting and Rewarding Key Employees

June 18th, 2019|

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

Recruiting and retaining key employees and executive management can be critical to the ongoing success for any employer. Given this, what solutions are available to employers to entice the ‘right’ employees to join their organization, or to encourage key employees to stick around?

Offering competitive compensation […]

No News is Good News

June 17th, 2019|

By Pete Biebel, Senior Vice President

That maxim can be interpreted a couple different ways.  It could be suggesting that none of the news one hears is positive.  All news is bad news.  A second meaning could be that the lack of any new news is actually good news.  Like when your teenager is out for […]

Summer Savings Strategies: Asset Location and Why It Matters

June 12th, 2019|

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

Many are familiar with the concept of asset allocation, the ability to reduce portfolio risk through diversifying assets among equities, fixed income, and cash or equivalents. Equally important is knowing how to distribute your diversified assets across taxable, tax-deferred, and tax-free account types, a concept known […]

Rip Roarin’ Rebound Rally Redux

June 10th, 2019|

By Pete Biebel, Senior Vice President

Following a fairly lousy month of May, stocks ripped higher through the first week of June.  It was a welcome change of direction.  The S&P 500 Index (SPX) didn’t do so well in the previous month.  It touched a new all-time high early in the day on May 1st, but […]

Summer Savings Strategies: Minimize Your Tax Bill

June 5th, 2019|

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

There are lots of components to investment decisions:  stock vs. bond, growth vs. value, industry trends . . . the list goes on and on.  While taxes should not be a driving factor in investment decisions, making sure you are tax efficient in your […]

Summer Savings Strategies: 5/29 Day!

May 29th, 2019|

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

What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day!

Do you know there is a way to save up for the big expense of a college education that has tax advantages which could help your savings accumulate […]