by Kelly Petersen | Jul 28, 2026 | Financial Insight
“The proof is in the pudding”… A popular phrase with origins dating back to medieval times when pudding was not so much a dessert as it was a mixture of savory meats and spices that were boiled in animal intestines. As such, one could only tell if the...
by Kelly Petersen | Jul 24, 2026 | Financial Insight, Quarterly Investment Update
Executive Summary The S&P 500 gained 14.9% in Q2, its best quarter since 2020, powered by record earnings growth and the rare sight of analysts raising estimates mid-quarter rather than cutting them. The rally has broadened beyond the Magnificent 7 (now the...
by Kelly Petersen | Jul 7, 2026 | Financial Insight
If your social media feed looks anything like ours, you’ve seen the posts: Buy a sleepy business, find a cash-flowing operation, skip the startup grind. The “acquire a small business” trend is everywhere right now, and it’s a reflection of a much...
by Kelly Petersen | Jul 1, 2026 | Financial Insight
Stay One Step Ahead of Financial Fraud Financial fraud and identity theft have become a part of everyday life, showing up in ways that are often subtle and easy to miss. While prevention matters, knowing how to respond quickly can make a meaningful difference...
by Kelly Petersen | Jun 16, 2026 | Financial Insight
Quick…pick a number between 1 and 20. Was it 17? Multiple informal studies and demonstrations have found that 17 is a popular answer when people are asked for a random number in a small range. In France, 17 is the number for police emergencies. In Italian culture, 17...
