by Kelly Petersen | Sep 7, 2023 | Uncategorized
Life insurance. At times, it can feel like one of those collectibles stashed in your attic. You believe you have it. You purchased it (but you might not remember when, why, or from who.) But its exact whereabouts – and its precise value – are a bit of a mystery. Well...
by Kelly Petersen | Aug 29, 2023 | Financial Insight
Axl Rose told us that all we need is just a little patience, but when it comes to investing and the markets, most of us would just prefer a little Paradise City (because the grass is always green there.) Markets weren’t waiting so patiently for a few things last week....
by Kelly Petersen | Aug 11, 2023 | Financial Insight
Who is Fitch? Fitch Ratings is one of the “Big Three” international credit rating agencies, the other two being Moody’s and Standard & Poor’s. These agencies assign ratings to the debt of countries, companies, municipalities, etc. that indicate overall...
by Kelly Petersen | Jul 19, 2023 | Financial Insight, Quarterly Investment Update
Do you remember where you were when the clock struck midnight signaling the end of the 20th century and start of the 21st? Perhaps, like some of us, you were glued to the TV anxiously wondering if the new millennium would bring some insanity – minor computer errors or...
by Kelly Petersen | Jul 19, 2023 | Financial Insight
ICE, ICE Checklist: With a simple checklist and proactive planning, you can keep your cool in case of an emergency. ICE is not just for cooling your beverage in the summer. ICE number, or In Case of Emergency, is typically known for that designated contact in your...
