by Kelly Petersen | Jun 2, 2026 | Financial Insight
On May 28,1588, the Spanish Armada, also known as the “Invincible Armada”, set sail from Lisbon on a mission to secure the English Channel and transport a Spanish invasion army to Britain from the Netherlands. Fast forward 438 years later, and a similar...
by Kelly Petersen | May 27, 2026 | Financial Insight
In an effort to make 2026 your most intentional year yet, it’s time to consider this question: When Was the Last Time Your Trust Was Reviewed? Here’s something we see often… A family sits down to review their estate plan, only to realize it was built for a completely...
by Kelly Petersen | Apr 20, 2026 | Financial Insight
Join us via Zoom as we explore what’s driving markets today and what it may mean for your portfolio. We’ll revisit key themes from 2025, provide context around recent developments, and discuss how to stay thoughtfully positioned in a changing environment. Don’t...
by Kelly Petersen | Apr 14, 2026 | Financial Insight, Quarterly Investment Update
Are We Still in the Same World? In the story of Rip Van Winkle, a man falls asleep in the Catskill Mountains one afternoon and wakes up twenty years later with a long white beard and an old dog who no longer recognized him. He wanders back into his village to find...
by Kelly Petersen | Apr 10, 2026 | Financial Insight
Did you know that there are actions you can still take during tax season to impact your outcome? In this brief video, we highlight the small adjustments, like contributions, thresholds, and coordination with your CPA, that can potentially reduce taxes today and...
by Kelly Petersen | Apr 1, 2026 | Financial Insight
Every family has its “unwritten rules.” The house everyone gathers at. The holiday traditions. That story from 100 years ago that gets re-told year after year. Those things don’t happen by accident. They reflect what matters most. When it comes to wealth, many...
