Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • The Importance of Defining Investment Objectives for Nonprofit Organizations
    By Brett Edwards, Associate Vice President and Senior Planning & Research Associate Running a nonprofit organization means running a business—and a business needs operating capital and sustainability. All nonprofits have a core mission at the forefront of everything they do for the communities they serve. Nonprofit leaders understand that accomplishing this mission requires careful planning […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Elvis is Back in the Building
    By Pete Biebel, Vice President Last week, the market’s favorite rock star returned to reignite the party. The seductive gyrations of the Technology sector over the past six months inspired within many market participants a burning love for some of the biggest names in that group. As those stocks displayed their tireless talent to boogie […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Article

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  • More Roil, Less Highness
    By Pete Biebel, Vice President The market survived the past two weeks of pre-holiday and post-holiday festivities with mixed feelings. Something akin to, “I spent way too much on fireworks, but I still have my fingers.” The Dow Jones Industrial Average (DJIA) was the brightest sparkler in the box; DJIA gained 0.30% last week to […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Key Trends in the Nonprofit Retirement Plan Marketplace
    By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Retirement plans for nonprofit and tax-exempt entities (particularly 403b plans) have historically lagged the business owner retirement plan market in terms of modernizing their plan provisions and features. So, as the business owner retirement plan market began to embrace and adopt plan provisions aimed […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Roil Highness
    By Pete Biebel, Vice President The recent relative calm of the major averages, as they float near record highs, belies the turbulence that is roiling beneath the surface. Both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) have been as calm as can be. Respectively, they just finished their third and […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • 6 Things that Can Blow Up Even the Best Retirement Income Plan
    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing We all know that well-thought-out plans are the ones that frequently turn out differently than we had hoped.  You can develop what seems to be a thoughtful approach to how you are going to fund your retirement and then something happens that blows […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Bumps in the Road
    By Pete Biebel, Vice President Hitting a depression or bump in the roadway can cause a vehicle to momentarily change course. The degree to which the course is altered is a function of the vehicle’s speed and mass and the relative size of the fissure. For example, imagine the difference between crossing a set of […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • How Much Do You Plan to Eat During Retirement?
    By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans This may sound like a silly question, but food is one of the essential needs we will have to cover in retirement. Yet many people have not taken the time to calculate how much they will need to cover essential expenses like food, […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Look Out Bello!
    By Pete Biebel, Vice President The market’s flightpath seemed to be right on course through the first 90% of last week. The averages were able to maintain their trajectory near recent record highs. The NASDAQ Composite (COMP) continued to gain altitude with big tech stocks in particular providing much of the lift. Some midweek turbulence […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Contractual Guarantees: Transfer of Risk and Peace of Mind
    By Dan Schulte, Vice President and Manager, Annuities and Insurance There is little argument that equities have produced impressive returns over a long period of time, but retirees and pre-retirees often begin to ask themselves questions such as, “How much risk am I still willing to take?” and/or “How afraid am I that I may […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Whistling Past the Covfefe
    By Pete Biebel, Vice President The old expression “whistling past the graveyard” is an idiom for people who remain leerily cheerful in scary or ominous circumstances. Continuing to slather on sunscreen even while a thunderstorm looms nearby is an example. Lately, the U.S. stock market has been whistling to new highs on signs of a […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Paying for Health Care in Retirement
    By Dan Schulte, Vice President and Manager, Annuities and Insurance People today are living longer, healthier lives than previous generations. And while longevity is something to celebrate, it does mean more years of paying for health care. That said, planning for the unexpected with insurance, and the premiums associated with that insurance, has become more […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • How to Determine Your Retirement Income Needs
    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing Need help determining how much income you will need in retirement? For retirement income planning purposes, it helps to divide retirement income into two parts—your needs and wants. The goal is usually to design a plan to cover your essential needs first and, […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Monday is 5/29!
    By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools In addition to Monday, 5/29 being Memorial Day, it’s also National 529 College Savings Plan Day! Celebrate with us by evaluating your college savings plans for children, grandchildren, nieces and nephews alike! If you have a loved one that will be going to college […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Saved by the Rush-Ins
    By Pete Biebel, Vice President Last week the market sprang out of its hibernation. Trading action had been fairly quiet through the first two days of the week, though both the S&P 500 Index (SPX) and the NASDAQ Composite Index (COMP) reached slightly higher new highs each day. Wall Street’s tolerant optimism in the new […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • When Should I Start Taking Social Security?
    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing and Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans For many of us, Social Security represents a significant part of our retirement income. The Social Security Administration (SSA) reports that 61% of beneficiaries received at least half of their income […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • An Un-Sprung Spring
    By Pete Biebel, Vice President Spring has sprung, but since the market’s late winter run to new highs, stocks have lapsed back into hibernation. Market activity is quieter than a mime in a monastery. It’s duller than a ditch digger’s docu-drama. The most surprising aspect of the market’s recent lack of volatility is that, given […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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New blog articles detected.

  • How to Determine Your Retirement Income Sources
    By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing To help you plan for retirement, a first step in the process is to determine your retirement income sources. Consider these three sources: Identify Your Reliable, Consistent Income When you retire, what income stream(s) will act like your paycheck? Perhaps this is social […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • How Confident Are You With Your Retirement Plan?
    By Theresa Fry, Senior Vice President and Manager, IRAs and Retirement Planning Time does funny things—one minute we’re excited at a new job and our prospects for the future. We’re eager to move into the world, assert our independence and enjoy the fun that financial freedom seems to offer. Then, in what seems to be […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • IRS Now Using Private Debt Collectors Which Might Confuse Taxpayers
    By Tim Moran, Vice President and Senior Manager, Operational Risk For years scammers have placed phone calls claiming to represent the IRS. Typically, they threaten potential victims with arrest unless they immediately pay a delinquent tax debt. The IRS had countered these scams by publicly stating that they never contact taxpayers by phone. That’s about […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
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  • Tax Tip Tuesday: That Was Fun, Let’s Do It Again!
    By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services Today is the last day of tax season, and what a fun season it was! You may feel some relief, or you may feel ongoing anger. Either way the 2016 tax season is over. That said, the 2017 tax season […]
Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Blog Article

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.
Benjamin F. Edwards & Co.
Blog Article

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.
Benjamin F. Edwards & Co.
Blog Article

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.
Benjamin F. Edwards & Co.
Blog Article

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.
Benjamin F. Edwards & Co.
Blog Article

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.
Benjamin F. Edwards & Co.
Blog Article

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 […]

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