by Kelly Petersen | Dec 17, 2024 | Financial Insight
Will the real yield curve please stand up? On the game show “To Tell the Truth”, we could find out in a 30-minute episode which of three contestants was being honest. Unfortunately, when it comes to the economy, things don’t tend to come together that quickly. While...
by Kelly Petersen | Nov 19, 2024 | Financial Insight
What year did Coca-Cola launch its famous Santa Claus ad campaign? 1921 1931 1941 1951 See the answer below! The pause that refreshes In 1929, Coca-Cola launched this famous slogan as part of a radio marketing campaign in the midst of the Great Depression. Given the...
by Kelly Petersen | Oct 22, 2024 | Financial Insight, Quarterly Investment Update
Despite some volatility in the middle, this was another great quarter for both stocks and bonds! For the first time in a long time, the US Aggregate Index outperformed the S&P 500, returning 5.81% vs 5.25% for the S&P. A lot happened over the last three months...
by Kelly Petersen | Oct 17, 2024 | Financial Insight
With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024. The isolated location. The mysterious stranger. That frightening, daunting, and suspenseful feeling. In October, taxes can feel a lot like a movie, but instead of the...
by Kelly Petersen | Oct 9, 2024 | Financial Insight
The Charles Dickens novel A Tale of Two Cities was set in which historical period: A. Spanish Inquisition B. French Revolution C. American Revolution D. Peloponnesian War E. Roman Empire See the answer below! “It was the best of times. It was the worst...
