by Kelly Petersen | Jun 16, 2026 | Financial Insight
Quick…pick a number between 1 and 20. Was it 17? Multiple informal studies and demonstrations have found that 17 is a popular answer when people are asked for a random number in a small range. In France, 17 is the number for police emergencies. In Italian culture, 17...
by Kelly Petersen | Jun 8, 2026 | Financial Insight
Is Your Business Structure Still Working for You? The entity structure that made sense when you started your business may not be the best fit today. In this brief video, Derek Gibson shares how business structure can affect taxes, liability protection, growth...
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...
