by Kelly Petersen | Jun 20, 2025 | Financial Insight
Most people understand they need an estate plan, yet only 53% of survey respondents have one.1 If we know how necessary estate planning is, then why have we procrastinated for so long? We’ve heard it all over the years… “I don’t have kids, why do I need an estate...
by Kelly Petersen | Jun 2, 2025 | Financial Insight
In his 1734 poem “An Essay on Man”, Alexander Pope coined the phrase “Hope springs eternal in the human breast,” which, over the centuries, has been whittled down to the now popular idiom “Hope springs eternal.” The phrase suggests that...
by Kelly Petersen | May 23, 2025 | Financial Insight
For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...
by Kelly Petersen | Apr 25, 2025 | Quarterly Investment Update
Executive Summary Economic data has worsened due to a decline in both the labor market and housing market, while forecasts for GDP and corporate earnings are being dramatically reduced. Regarding tariffs, we expect deals and tariff rates to decrease; however, we...
by Kelly Petersen | Jan 23, 2025 | Quarterly Investment Update
The beginning of a new year is a great opportunity to set resolutions. After reviewing over 30 market commentaries in the past few weeks and analyzing how long readers spend on my previous pieces, one of my resolutions for 2025 is to write more engaging market...
