By Bill Hornbarger, Chief Investment Officer
Educational Resources
Summer Savings Strategies: ‘Save’ Money by Trying to Minimize Your Tax Bill
By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies
Earnings, Employment and Easing Tensions: A Triple Tailwind
By Jack Kraft, CFA, Vice President, Investment Strategist
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer
Summer Savings Strategies: Enhanced Contribution Limits Boost Impact of SIMPLE IRAs
By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans
Tariff Talk: The Stock Market’s Salivation
By Pete Biebel, Senior Vice President, Senior Investment Strategist
Three Things to Know & Watch
By Bill Hornbarger, Chief Investment Officer
Summer Savings Strategies: Celebrate National 529 College Savings Plan Day
By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning
Investment Insights Monthly Newsletter – May 2025
By Jack Kraft, CFA, Vice President, Investment Strategist