Insights

Your trusted source for valuable insights

Featured Insight

4 Investment Themes for 2023
Articles

4 Investment Themes for 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Heading into 2023, the Investment Advisory Committee believes we are beginning to return to a more historically normal, rational economic environment. The Committee has identified four key themes for 2023 and the years…

Latest Podcast

Episode 28: Developing a Winning Culture: Confluence’s Next Generation
Imagine That
Episode 28

Developing a Winning Culture: Confluence’s Next Generation

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the…
Browse Insights:
Articles

2 Things Every Investor Should Know About SECURE Act 2.0

by Randall J. Holcombe

CFP®, Director of Wealth Planning
Articles

4 Investment Themes for 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Episode 28: Developing a Winning Culture: Confluence’s Next Generation
Imagine That
Episode 28

Developing a Winning Culture: Confluence’s Next Generation
Articles

SECURE ACT 2.0 – What Employers Need to Know

by Brian Stout

AIF®, CRPS®, Director of Retirement Plan Services
folds_of_honor_2
Imagine That
Episode 27 – Part 2

Folds of Honor – Tiffany Eckert’s Story
folds_of_honor
Imagine That
Episode 27 – Part 1

Folds of Honor – Passion Into Action, Crystal Popella’s Story
growth_mindset_architect
Imagine That
Episode 26

Becoming the Architect of Your Future | Episode 26
Videos

Introducing William Winkeler, CFA, CFP® , Director of Investments
Videos

Introducing Brian Stout, CRPS®, AIF®, Director of Retirement Plan Services
Videos

Introducing Randy Holcombe, CFP®, Director of Wealth Planning
Videos

Be the Architect of Your Future
Imagine That
Episode 25

The Entrepreneur’s Journey | Episode 25

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

"*" indicates required fields

Consent