Broker Check


Our in-house investment committee develops portfolios and manages the securities and asset allocation within the portfolios. The team evaluates economic and market conditions to determine appropriate level of asset mix needed in our investors’ portfolios and Tompkins’ investment philosophies. Browse the committee's latest updates and use the subscribe feature to stay up-to-date on the committee's commentary.


Tuesday, January 9, 2018

The final quarter of 2017 was a great one for stocks: the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted 3-month gains of better than 6%. Landmark federal tax reforms were approved and...


Tuesday, January 9, 2018

While superior growth potential has historically been a key reason to allocate to emerging markets over developed, the former has not delivered in recent years. In fact, 2016 was the first time in five years that emerging market...


Wednesday, December 27, 2017

Disclaimer: The following materials are meant solely for educational purposes and are not to be construed as investment advice. This primer is not meant to be used as a specific buy or sell recommendation. Due to the volatile nature of...


Saturday, October 28, 2017

Encouraging economic data and a series of unsettling news headlines vied for Wall Street’s attention in the third quarter, and ultimately, investors were not shaken. The S&P 500 rose 3.96%...


Friday, October 27, 2017

1. Small Caps Emerge From Their Post-Election Hangover Speculation of tax reform, a more hawkish Fed, rising inflation expectations and signs of life for the U.S. dollar helped small caps break out of their 2017 rut relative to large...


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Monday, July 17, 2017

While the economic cycle has entered its eighth year, it still does not display late-cycle characteristics, such as significant wage pressures, high inflation or elevated interest rates. Domestic sectors, primarily driven by personal consum


Monday, July 17, 2017

After a remarkable first quarter, the stock market cooled off slightly in Q2 – but investors still saw substantial gains. Strong earnings helped take Wall Street’s collective mind off a decidedly mixed bag of economic signals. Consumers rem


Thursday, April 20, 2017

The opening quarter of 2017 was a historic one for Wall Street as the Dow Jones Industrial Average topped 20,000 for the first time. Equities rallied through January and February, then lost momentum in March; even so, the S&P 500 had ga


Monday, April 10, 2017

More growth, more record highs, more uncertainty and more risk: the leading U.S. market theme today seemingly is one of quantity—more of virtually everything. We do expect one exception to the trend of “more”—re


Wednesday, March 22, 2017

Here are seven examples of when tax planning should be considered.


Monday, March 20, 2017

Reducing these debts before retirement can help your nest egg last longer.


Monday, March 13, 2017

Many women stay put because they like their jobs—but they also desperately need the money.


Monday, February 20, 2017

After a certain age, you’re required to take distributions from your retirement accounts. If you don’t need the funds for immediate income, here are some options.


Monday, February 13, 2017

Health and wealth often go hand in hand—and the same actions can improve the status of both. These three tips can improve your personal as well as financial well-being.


Tuesday, January 24, 2017

After a bearish start, 2016 ended up being a good year for the bulls. The Dow Jones Industrial Average sold off 6% in January, dropping below 15,500 as investors worried about sinking oil prices and a slowdown in China’s economic engi


Tuesday, January 24, 2017

As we begin a new year, investors are projecting their market predictions for 2017. Which sectors will be hot? Will the oil rally continue? What will be the election results in France and Germany? What will be the conseque


Tuesday, January 17, 2017

THE QUARTER IN BRIEFTwo events strongly influenced U.S. and foreign financial markets in the fourth quarter – one unexpected by many, the other widely anticipated. Neither of them particularly upset investors. Donald Trump’s win


Tuesday, January 17, 2017

Fourth Quarter EPS Guidance and TrumponomicsThe number of companies issuing negative EPS guidance for Q4 2016 (77) is below the five-year average (83) for a quarter, while the number of companies issuing positive EPS guidance for Q3 (34) is


Monday, January 16, 2017

Retirement stress spans every generation, but these steps can help workers of all ages improve their retirement prospects.


Monday, January 9, 2017

Acting on worries about bond yields could actually hurt your retirement portfolio.


Tuesday, December 27, 2016

A new study provides valuable insight into retired life—and the moves pre-retirees should make now.


Tuesday, December 27, 2016

With stagnant wages and rising student loan debt, Millennials are struggling to start their nest eggs. These three tips can help.


Monday, November 21, 2016

A new study finds that retirees are happier than ever, thanks to trillions of hours of leisure time.


Monday, November 14, 2016

The concept of retirement is being radically reimagined. Here’s why.


Tuesday, November 8, 2016

If you itemize your deductions on Form 1040, Schedule A, the threshold for unreimbursed medical and dental expenses you paid for yourself, your spouse, and your dependents must exceed 10 percent of your adjusted gross income before a deduct


Monday, October 17, 2016

Before you leave the workforce for good, consider these tips to help ease the financial transition into retirement.


Monday, October 10, 2016

Financial experts often recommend a 4 percent withdrawal rate for retirement funds. But is that the right approach for you?


Monday, September 19, 2016

More than 1 in 4 workers have saved less than $1,000 for retirement, possibly putting a comfortable retirement far out of reach.


Monday, September 12, 2016

Post-recession, most Americans believe they'll be able to afford a comfortable retirement, but many still aren't saving enough to make it happen.


Tuesday, September 6, 2016

In an effort to help protect you as you access important personal information online, our information security team has identified two new Social Security scams we’d like to make you aware of.


Monday, August 15, 2016

When it comes to retirement savings, the earlier you start, the better off you are. These calculations show exactly why.


Monday, August 8, 2016

There are many retirement threats lurking out there, ready to de-rail even the strongest plans. Here’s what to watch out for.


Friday, July 29, 2016

With the Federal Reserve (Fed) raising rates for the first time in nine years, the arrival of the presidential election campaign season, and moving another year closer to the end of the current economic expansion, we expected


Friday, July 29, 2016

In times of financial market stress, we must remember our investments are for the long term. This is a time for caution, but not panic or overreaction.


Monday, July 18, 2016

Many workers aren’t sure whether they’re saving enough or too little for retirement. Fortunately, it’s easy to find out.


Monday, July 18, 2016

Since 2013, Millennials have significantly increased their retirement savings, outpacing both Gen Xers and Baby Boomers, but they still have a long way to go.


Wednesday, June 29, 2016

We are currently experiencing one of the longest bull markets in history. The stock market tripled in 74 months and nearly doubled in 44 months with no major corrections. In addition, interest rates have fallen for the past 30 years to reco


Thursday, January 7, 2016

Believe it or not, living nearly a century may someday be commonplace. As a result, rather than thinking of retirement as the final stage of life, a more realistic approach may be to view it as a progression of phases. This involves taking