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10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like.

Mortgage Gimmicks Explained

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%. The run-up has cooled the housing market considerably.

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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