Hot Fun in the Summit Time

June 11th, 2018|

By Pete Biebel, Senior Vice President

This week has the potential to be a very important one for the market.  As the week begins, the market will be responding to the “results” of the G-7 economic summit in Quebec over the weekend.  This is akin to responding to the results of a ball game in which […]

Summer Savings Strategies: Diversify Your Assets

June 6th, 2018|

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

By combining multiple types of investments—like large, small, growth, value and international companies— as well as having representation in different asset classes and business sectors, you may be able to not only keep up with inflation, but also get a suitable rate of return for […]

Caution: 529 Plan Withdrawals for K-12 Tuition May Not Be Tax-Free in Your State

June 6th, 2018|

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

529 Education Savings Plans used to be just for students seeking education beyond high school. Beginning January 1, 2018, the tax benefits of saving in a 529 Education Savings Plan were expanded under federal tax laws to include tax-free distributions for K-12 tuition expenses.

Are […]

Summer Savings Strategies: Accidents Can Happen—Make Your Wishes Known

May 30th, 2018|

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

If you’ve had any sort of medical procedure recently, you were likely asked whether you had a health care directive or a living will. If you don’t already have a directive in place, you should strongly consider getting one. Doing this is an important […]

The Little Engine that Couldn’t

May 29th, 2018|

By Pete Biebel, Senior Vice President

My most recent article, “The Range Narrows, The Plot Thickens” (5/7/2018) continued the narrative that recent trading had been largely contained by the converging 50-day and 200-day moving averages on the major indices.  As of that Monday, the 50-day moving average of the S&P 500 Index (SPX) stood at 2680 […]

Today is the Day to Show Some 5/29 Love!

May 29th, 2018|

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

Paying for college can put a financial burden on families, but planning ahead can help relieve some of the stress. If you are wondering how to get started, you might consider a 529 Education Savings Plan and what better time to begin than 5/29. As […]

Summer Savings Strategies: 5/29 Day!

May 23rd, 2018|

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

Next Tuesday is 5/29. Have You Started a Plan for Your Loved One’s Education?

National 529 Plan Awareness Day comes around every year on May 29th. This day celebrates the importance of preparing for future education expenses and the advantages of 529 Savings Plans. It’s a […]

Summer Savings Strategies: Be Disciplined and Systematic

May 16th, 2018|

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

Have you reviewed how much you are saving annually and considered whether there are opportunities to increase your savings rate? Look for ways to automate your savings such as establishing a direct deposit into an investment account.

If you received an unexpected bonus or a salary […]

Growth Continues

May 15th, 2018|

By Tad Edwards, Chairman, CEO and President

Spring is in full gear, the trees are blooming, fresh water is filling the swimming pools, and we are having a compelling 2018 start at Edwards!

Since I last wrote, we have added a new branch of four advisors in Reno, NV, and advisors in Wheaton, IL, Paris, TX, Woodstock, […]

Congrats You’re a College Graduate, Now What?

May 9th, 2018|

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

College graduates typically possess a well-deserved sense of accomplishment and excitement.  All their hard work has finally paid off, and now they’re ready to take on the world.  But once the euphoria subsides, many graduates realize that life after college may not be the financial […]