Benjamin F. Edwards & Co.

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 6 days ago

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 6 days ago

New blog articles detected

  • Sugar High

    By Pete Biebel, Vice President Little children love the concept of The Easter Bunny. Free candy is awesome! As very young children grow older, the months and years go by, their admiration and enjoyment of the concept continues undiminished, but their belief in the delivery mechanism abates and eventually disappears. Over that time, many such […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 6 days ago

New blog articles detected

  • Tax Tip Tuesday: Higher Income Means More Taxes

    By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services Earning a high income may get you many nice things, but it also gets you the pleasure of paying more taxes. Many tax thresholds are indexed for inflation, like the AMT tax exemption or the phase-out of certain deductions. However, […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 6 days ago

New blog articles detected

  • Frozen Doe

    By Pete Biebel, Vice President In a week that was loaded with market-moving economic reports and skyrocketing geopolitical tension as well as an eye-opening release of the Fed meeting minutes, the stock market went nowhere. Like the proverbial deer frozen in panic staring into the headlights of an approaching vehicle, the market was emotionally charged, […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Tax Tip Tuesday: Is My Social Security Taxable?

    By Theresa Fry, Senior Vice President and Manager, IRAs and Retirement Planning At one time, all Social Security benefits were tax free. Today, if your only source of retirement income is Social Security, then it may still be tax free. But the higher your income, the more taxes you’ll pay on your benefits. Taxes on […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Sad Numbers for the Bears

    By Pete Biebel, Vice President Last week the market played a familiar old refrain. First the market tempted any remaining shy but gullible sideline bears to pile into new short positions with its Tuesday washout in the previous week. Then the market conspired to further increase their confidence when all the recovery attempts later that […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Tax Tip Tuesday: Tax Tips for Parents

    By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Being a parent can be both exhilarating, and chaotic and the financial implications can be complicated, particularly at tax time. However, parents can check out these tips to help lower tax bills and/or lead to a larger refund: 1. There are a number of […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Message in a Bobble

    By Pete Biebel, Vice President The market dropped the ball last week. It had been kind of sort of juggling the thing all month, trying to carry its winter romp into the spring. Most market averages hit their highs on March 1, the day after President Trump’s address to Congress. At some point during that […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Which Witch Glitch Watch

    By Pete Biebel, Vice President After an unseasonably mild month of February, winter returned to the Midwest and Northeast last week. The Washington Post reported late last week that nearly half of the Capitol City’s cherry blossoms died as a result of the sudden reversal in temperature. Coincidental to the severe change in weather were […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Tax Tip Tuesday: SEP IRAs and Other Retirement Plan Reminders

    By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans It’s that time of year where the attention of many business owners quickly turns to tax season and ways to reduce taxes—while increasing savings. For small business owners looking for 2016 tax deductions, along with a way to jump start your retirement savings, the […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Spring Break

    By Pete Biebel, Vice President Last week, like legions of spring breakers, the stock market decided it was time to head south. All the major averages had slogged northward through the winter months. They reached, what to date, stands as their highs on Wednesday March 1 on the blowout, short-squeeze rally day that followed President […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Tax Tip Tuesday: Extra Time to Contribute To Your IRA

    By Theresa Fry, Senior Vice President and Manager, IRAs and Retirement Planning It’s not too late. You can still make a contribution for 2016 to your Roth, traditional, or SEP IRA (if you are self-employed). This year there is a little extra time for everyone. All individuals have until Tuesday, April 18, 2017 to file […]

  • Please Don’t Squeeze the Shaman

    By Pete Biebel, Vice President Where we individual investors, the relatively inactive majority, fill most of the pews in the house of worship that is the market, proprietary traders, high-frequency traders and institutional money managers are the high priests. Their day-to-day activity dwarfs that of individual investors. It is their reaction to economic reports, earnings […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Tax Tip Tuesday: Give me back my refund!

    By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services The IRS has released its “Dirty Dozen” of leading tax scams. For the first time, “phishing” schemes have topped the list. In 2016 alone, phishing scams and malware incidents increased 400 percent (IR-2016-28). These scams are often designed to confuse […]

  • Tax Tip Tuesday: Ideas for Your 529 Plan

    By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools Whether you have a 529 plan in place or are thinking about setting one up, here are some tax tips to keep in mind during tax time this year. If you already have a 529 plan, start gathering your paperwork. If you have the […]

  • Cracks in the Record

    By Pete Biebel, Vice President The market averages continued to skate forward last week, though at a noticeably more serene pace than in the previous week. The NASDAQ Composite Index (COMP) barely edged out last week’s mark and both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) glided higher by something […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 months ago

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Tax Tip Tuesday: Don’t File Your Taxes Too Early

    By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Like most decisions, there are both pros and cons to filing tax returns early. In general, filing early works best for individuals with simple tax returns or perhaps those anticipating a refund. However, for many taxpayers there could be benefits to delaying their filings, […]

  • Waiter, There’s a Fly in My Soup

    By Pete Biebel, Vice President The new administration delivered just what the market had ordered over the last few days. On Thursday morning, when President Trump dished-up a pledge that he would serve up a proposal that would be “phenomenal in terms of tax” over the next few weeks, the market ate it up. The […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Tax Tip Tuesday: More Time to Get Organized This Year

    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing It’s tax season! So for the next 11 weeks we’re here to help with our “Tax Tip Tuesdays.” The best place to start is by pulling your records together. And there’s good news for all of you procrastinators out there—this year you have […]

  • The Flight of the Bumble Beginning

    By Pete Biebel, Vice President I believe the market is beginning to have second thoughts about the ability of the new administration to fly the economy to new heights. As President Trump is trying to get his agenda off the ground, many of the Republicans onboard are growing suspicious of the new pilot’s aviating skills. […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Oh Come All Ye Salt Trucks

    By Pete Biebel, Vice President Over the past several days, and just before the official beginning of winter, millions of drivers from Kansas to Connecticut were forced to reacquaint themselves with their winter driving skills, or lack thereof. With much of the Northeast experiencing freezing rain, sleet and snow, many highways, streets and cul de […]

  • Year-End Financial To-Do: Consider Making a 529 Plan Contribution

    By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools Tired of holiday shopping? Give the gift of education! If you have children or grandchildren in your life the gift of a college education will go a long way. College costs are rising rapidly and without a savings plan in place many students will […]

  • Year-End Financial To-Do: Review Your Insurance Needs

    By Dan Schulte, Vice President and Manager, Annuities and Insurance As the holiday season approaches, maybe your thoughts turn to family concerns. As a result, it may be a good time to plan for the unexpected, to be sure you have the proper coverage in place should you become disabled or in the event of […]

  • Year-End Financial To-Do: Consider Formalizing your Charitable Giving

    By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services At year-end many support the holiday spirit and consider making charitable gifts. It’s also pretty practical to review your potential tax liability and see whether charitable giving may make sense if you itemize your deductions. There are some standard year […]

  • The Gomer Pyle Rally

    By Pete Biebel, Vice President The first surprise was not just that Mr. Trump won the election, but also that the election resulted in an across-the-board Republican victory. The second surprise was that, instead of plunging on Mr. Trump’s election, the market actually rallied; in fact, it rallied a lot. Then, in what may be […]

  • Da Foist Week

    By Pete Biebel, Vice President The first week of the new administration will likely not be its last “foist week.” To “foist” is to apply pressure, coerce, or compel to accept something that may not necessarily be desirable. In his first week in office, some of President Trump’s many executive actions and pronouncements may have […]

  • The Rest is Yet to Come

    By Pete Biebel, Vice President The inauguration is done; the era of the Trump presidency has begun. The implications for the economy and the markets of Mr. Trump’s reign will only be realized over time. The market’s post-election reaction indicates that investors expect big changes and have already placed substantial bets on those companies and […]

  • Great Expectations

    By Pete Biebel, Vice President The “Make America Great Again” promise of the incoming administration propelled the stock market’s post-election rally from early November into the holiday season. The rush of buying came on very optimistic expectations of the winning party’s campaign promises ultimately leading to higher earnings, higher interest rates, less regulation and a […]

  • Lighting Up the Christmas Tree

    By Pete Biebel, Vice President When I last published one of these commentaries, I suggested that the market’s forward drive might be losing traction (see Oh Come All Ye Salt Trucks). The market’s relatively steep run up since Election Day had been showing signs of stalling and backsliding. We now know that the instant the […]

  • Year-End Financial To-Do: Should You Take or Defer Gains and Deductions?

    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing Year-end is a great time to review your tax situation for opportunities to pay less in taxes or pay taxes at a lower rate. Review your portfolio and other financial matters along with your projected income and tax rates with your tax advisor […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 6 months ago

New blog articles detected

  • Ask Oscar

    By Pete Biebel, Vice President The stock market is back near all-time highs, but I’m not impressed. Just call me The Grouch. Maybe it’s because summer is already over when it seems like it just started. Maybe it’s because the Cubs have already clinched their division while the Cardinals are struggling to earn a wildcard […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • Business Owners: How do you respond when a potential buyer approaches you?

    By Shelby Schagrin, Managing Director – Investment Banking As a business owner, you most likely have been contacted numerous times by someone interested in buying your business, as the mergers and acquisitions market continues to be strong. How should you respond? You should be very wary and careful as most inquiries will be unqualified buyers […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • September is Life Insurance Awareness Month: Are You Covered?

    By Dan Schulte, Vice President and Manager, Annuities and Insurance September is Life Insurance Awareness Month which is a month-long public awareness campaign sponsored by the nonprofit organization Life Happens. According to a recent* study 1 in 3 households would have immediate trouble paying living expenses if the primary wage earner died. If the income […]

  • This is Only a Test…Maybe

    By Pete Biebel, Vice President The drill began on Friday when wild market action sounded the alarm. Like a klaxon horn on a submarine, it was a loud and clear message that, after months of trolling along just below the surface of the old highs, at periscope depth, the time had come for the market […]

Benjamin F. Edwards & Co.

Category: Content
Type: Blog Article

Generated 7 months ago

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