by kpetersen | Aug 5, 2025 | Financial Insight
From online banking and cryptocurrency to social media profiles and cloud-stored photos, digital assets are an undeniable part of our lives. But have you considered what happens to your virtual wealth when you’re no longer here? Just like your physical property,...
by kpetersen | Jul 29, 2025 | Financial Insight
MARKET UPDATE So much for the lazy days of summer. With two quiet weeks on the economic data front, markets have quietly (but confidently) moved to new highs with a backdrop of stable and improving economic conditions and a strong start to Q2 earnings season, as shown...
by kpetersen | Jul 15, 2025 | Financial Insight, Quarterly Investment Update
Executive Summary GDP rebounded in Q2 with a +2.6% annualized growth rate, following a shallow Q1 contraction. Much of the strength came from inventory restocking ahead of tariffs. Core PCE inflation remains sticky at 2.7%, while the labor market continues to soften....
by kpetersen | Jul 9, 2025 | Financial Insight
We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...
by kpetersen | 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 kpetersen | 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...
