thumphr29

[thumphr29 @thumphr29]

@Mbox1187 @unusual_whales @grok 🤮

[thumphr29 @thumphr29]

@Hannibal9972485 @unusual_whales None of this is 5% yield to maturity. More likely 3.5% if that. Nothing to see here.

[thumphr29 @thumphr29]

@unusual_whales Short-term tax free municipal bonds - big deal. Cash mgmt ladder. Ain’t making no one rich.

[thumphr29 @thumphr29]

@ajoenamedjoe @unusual_whales Short-term tax free municipal bond

[thumphr29 @thumphr29]

The Big Beautiful Bill, tariffs, policy shifts—what does it all mean for investors? Chief Economist Bill Greiner weighs in on what’s happening and what it might mean in the months ahead.

https://t.co/TqWiDLlXtF https://t.co/an5fmP68jw

[thumphr29 @thumphr29]

It’s been a wild first half for the markets! Investment Strategist and Head of Equities Jeff Krumpelman shares his perspective on the market’s current momentum after the roller coaster ride we’ve seen so far. https://t.co/gYO5jfasvB

[thumphr29 @thumphr29]

The markets have been anything but quiet in 2025. Jeff Krumpelman, chief investment strategist and head of equities, shares what’s driving the swings—and why, as Jimi Hendrix said, “wisdom listens,” in this case to the data. https://t.co/KKw5fzo58B

[thumphr29 @thumphr29]

Tariffs, taxes, and Treasury warnings—oh my! Bill Greiner, chief economist, unpacks what’s really going on in D.C. through the lens of the “4 Buckets” and what it all could mean for the economy. https://t.co/OIoryo6uY4

[thumphr29 @thumphr29]

Market volatility can make investors nervous. But volatility is one of the only certainties in investing. Rather than making big changes, retirees should trust in a long-term financial plan that accounts for ups and downs. https://t.co/UEHc2DKZOD

[thumphr29 @thumphr29]

After a whirlwind April, Jeff Krumpelman, chief investment strategist & head of equities, evaluates how the tariff announcements affected the stock and bond markets. https://t.co/z2qWoZn5ne

[thumphr29 @thumphr29]

In his May commentary, Bill Greiner, chief economist, compares the recent changes in economic indicators to a bumpy thrill ride and adjusts the recession probability for this year to 40%. https://t.co/PFqUxLqGuN

[thumphr29 @thumphr29]

It feels good to do good! We’re proud to make a positive impact in our communities.

[thumphr29 @thumphr29]

Retiring soon? A strategy for how and when to tap into your retirement accounts can help stretch your savings. Every situation is unique, but tax-efficient withdrawal planning can keep more of your assets invested longer to maximize potential growth. https://t.co/bHWuixcVvG

[thumphr29 @thumphr29]

It’s never too early to start teaching your kids about money. Join our webinar to learn practical strategies for building financial literacy at every age.

📆 April 24, 2025
🕓 3 p.m. CT https://t.co/ll7zZi2PGS

[thumphr29 @thumphr29]

Want to raise financially savvy kids? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share tips on teaching kids about money, the impact of your own habits and when to start the conversation. Tune in now. https://t.co/dmSBBT4IaX

[thumphr29 @thumphr29]

In his April commentary, Jeff Krumpelman, chief investment strategist, advises investors to respect the risks but hold their ground. Despite recent pullbacks, fundamentals remain solid. Stay the course and avoid knee-jerk reactions. https://t.co/TJbBxMOWw4

[thumphr29 @thumphr29]

In his April commentary, Jeff Krumpelman, chief investment strategist, advises investors to respect the risks but hold their ground. Despite recent pullbacks, fundamentals remain solid. Stay the course and avoid knee-jerk reactions. https://t.co/TyubKQuEcp

[thumphr29 @thumphr29]

A tax return is more than just forms—it’s a roadmap for wealth planning. Or Pikary, wealth advisor, shares how to uncover potential planning opportunities and guide long-term strategy. Read the article in The Tax Adviser. https://t.co/ydxhjENR9R

[thumphr29 @thumphr29]

Are you maximizing your Social Security benefits? The right strategy matters. Knowing when to claim and how it fits into your retirement plan can make a big difference. Learn more. #SocialSecurityMonth https://t.co/rR5BXAjNSz

[thumphr29 @thumphr29]

Business owners: do you have a buy-sell agreement—a legal plan detailing ownership transitions—in place? These agreements specify potential buyers and valuation methods, ensuring smooth operations and fair compensation. https://t.co/6lnTCD2tut