by Kelly Petersen | Jul 28, 2026 | Financial Insight
“The proof is in the pudding”… A popular phrase with origins dating back to medieval times when pudding was not so much a dessert as it was a mixture of savory meats and spices that were boiled in animal intestines. As such, one could only tell if the...
by Kelly Petersen | Jul 24, 2026 | Financial Insight, Quarterly Investment Update
Executive Summary The S&P 500 gained 14.9% in Q2, its best quarter since 2020, powered by record earnings growth and the rare sight of analysts raising estimates mid-quarter rather than cutting them. The rally has broadened beyond the Magnificent 7 (now the...
by Kelly Petersen | Jul 7, 2026 | Financial Insight
If your social media feed looks anything like ours, you’ve seen the posts: Buy a sleepy business, find a cash-flowing operation, skip the startup grind. The “acquire a small business” trend is everywhere right now, and it’s a reflection of a much...
by Kelly Petersen | Jul 1, 2026 | Financial Insight
Stay One Step Ahead of Financial Fraud Financial fraud and identity theft have become a part of everyday life, showing up in ways that are often subtle and easy to miss. While prevention matters, knowing how to respond quickly can make a meaningful difference...
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...
