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  • Social Security Optimization

    In the latest Retirement Readiness Educational Series, Samantha Kolb and Samantha Guthrie discuss Social Security optimization — covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

  • Eric Zwicky, RPA, AIF® VP Retirement Plan Services Advisor

    As VP Retirement Plan Services Advisor, Eric specializes in developing and maintaining meaningful long-term relationships with clients seeking tailored retirement solutions. His experience in the trust and wealth industry ranges from mutual fund accounting, to the settlement of trades and now working with individuals and companies to help them understand the importance of saving for retirement and the proper ways to get there. Eric understands the struggles of balancing savings versus debt and puts the complicated investing jargon into terms that everyone can understand. And using a tag-team approach with an investment advisor, he plays a key role in helping your employees understand how to utilize the benefits to the fullest extent and to learn about how their plan works, the investments within, and how to tie it all together to maintain a proper retirement plan. The retirement plan is only one important part of a client’s whole financial picture, and tying debt with savings is a crucial part of hitting financial goals.

  • Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • Alternative Assets in Defined Contribution Plans

    On August 7, 2025, President Trump signed an executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors.” Soon, plan sponsors may need to decide whether to include alternative investments among plan options—and plan participants, in turn, whether to select them. VP Wealth Portfolio Manager Joe Guerin, CFA explains in this week’s Wealth Insights.

  • Staying Grounded as Oil Takes the Lead

    In this week's Wealth Insights, CIO Dominic Ceci examines what history shows about geopolitical events and market performance — and why the U.S. economy is far more resilient to oil price shocks than decades ago. The key to navigating uncertainty? Stay aligned with your long-term plan, not the latest news cycle.

  • Joel Bailey, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Joel assists clients in the areas of asset management, retirement planning, estate planning and trust administration. He also works closely with local businesses to design investment solutions for their corporate retirement plans.

  • Equity Update: Policy Uncertainty and a Chance to Play Offense

    Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.

  • Part II of II: Figuring out how to help your declining loved one

    This is the second article in a two-part series to share perspectives from my work with families—both now, as an estate planning advisor, and previously as an attorney.

  • 10 Smart Money Tips for Kids and Teens

    Set your child up for long-term financial success with these money tips for kids and teens. By following these lessons, you can help them develop good financial habits.

  • Financial Advisors Have Feelings Too

    In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

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