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Investments Insights Quarterly – January 2022

Jan 19, 2022

By Bill Hornbarger, Chief Investment Officer

 

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Companies Less Impacted by Inflation Could Be a Smart Choice Amid Market Volatility

Jan 19, 2022

By Bill Hornbarger, Chief Investment Officer

The recent decline in U.S stocks , particularly against the backdrop of surging Covid cases, has left many investors unnerved. Tuesday (Jan. 18), the Dow Jones Industrial Average was down more than 540 points, a number that is sure to capture the attention of anyone who watches the markets.

Veterans of equity investing know that one can always find reasons to worry about market levels.

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Three Things to Know & Watch

Jan 18, 2022

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • Despite the shortened week on Wall Street, the fourth-quarter earnings season heats up. High-profile companies reporting this week include Goldman Sachs, Netflix, Proctor & Gamble, and United Airlines. Forecasts for the S&P 500 overall are expected to be up approximately 20%, but investors will pay very close attention to the impacts of heightened inflation on both earnings and guidance.

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Required Minimum Distributions

Jan 13, 2022

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No Punch for You

Jan 10, 2022

By Pete Biebel, Senior Vice President

If there was a message in the first day of trading last week, it was that the market is not too concerned about the rising omicron numbers. The New Year began with a new high for both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX). The new highs were not much beyond the old highs, but new records nevertheless.

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Three Things to Know & Watch

Jan 10, 2022

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • High-profile economic reports this week include a last look at 2021 inflation. December CPI and PPI will be released Wednesday and Thursday, respectively, and are expected to post the highest readings of this cycle and in the case of CPI, the highest since the early 1980s. CPI is expected at 7% and PPI (final demand) at 9.8%. In addition,

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Three Things to Know & Watch

Jan 3, 2022

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • The new year starts with a busy calendar. Top-tier economic releases this week include The ISM manufacturing survey for December, released on Tuesday and the employment report released on Friday. The jobs report is forecasting 400,000 new jobs and an unemployment rate of 4.1%, the lowest since pre-pandemic. Both reports are expected to reflect that the economy closed the year on solid footing.

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Year-End Financial To-Do: Resolve to Get Your Estate Plan in Shape

Dec 29, 2021

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

As we complete this edition of our year-end financial to-do list, it’s time to look at New Year’s resolutions. Maybe you have the traditional “lose weight” or “get in better shape” resolutions, which are all good things. However, consider resolving to get your estate plan in order for 2022 as well.

It’s estimated that more than 50% of adult Americans don’t have an estate plan.

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Year-End Financial To-Do: Last Call for 2021 RMDs

Dec 27, 2021

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

Another year is almost behind us. If you are like me, you have probably caught yourself saying, “I’ll take care of that after the holidays.” Well, we are down to the last few days of the year and if you have yet to take your 2021 required minimum distribution (RMD), now is the time.

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Three Things to Know & Watch

Dec 27, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Watch

  • The so-called Santa Claus Rally is a seasonal pattern that has seen the stock market make gains the last week of the year and the first two trading days of the new year. Stocks have averaged a 1.4% gain over this time frame since 1969, with 75% of the years posting positive returns. This year the Santa Claus Rally will run headlong into concerns over the new Omicron variant of the COVID-19 virus,

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