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Value of a Wealth Advisor

The Unparalleled Value of an Experienced Financial Advisor Navigating the complex world of financial planning and investment management can be a daunting task for people. The sheer volume of information, investment options, and potential pitfalls can leave many feelings overwhelmed. This is …

Market Commentary: Weak Seasonality Still in Play

The S&P 500 has pulled back almost 5% since July 31. This is not surprising considering historical data. Factoring in seasonality has worked well for investors over the last 18 months. We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with …

Update Your Plans After Divorce

Watch our webinar, “Update Your Plans After Divorce” with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman, now available on-demand. 

Why $1 Trillion in Credit Card Debt Isn’t a Bad Thing

Ryan Detrick, Chief Market Strategist   “It’s not what you look at that matters, it’s what you see.” -Henry David Thoreau It finally happened. US consumers officially have more than $1 trillion in credit card debt, an all-time record. Not surprisingly, many claimed this was a sign the …

Market Commentary: Down for Two Consecutive Weeks

The S&P 500 fell for the second week in a row, but the losses were minor. Many of the formerly high-flying tech stocks sank hardest last week. The technology sector fell 3.0% on the week, but it is still up more than 33% for the year. Below the surface, however, energy stocks are roarin …

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