by Kelly Petersen | Aug 13, 2026 | Financial Insight
We wanted to give you a quick heads-up on something we’re seeing more of. Scam emails are on the rise, and they’re getting harder to spot. Scammers can make an email look like it’s coming from your spouse, family member, friend, colleague, or even...
by Kelly Petersen | Aug 6, 2026 | Financial Insight
The bags are packed. The car is loaded. They’re ready to go. For you, it’s bittersweet. You’re sad to see them leave, but excited for everything that’s ahead. This is a milestone you’ve been preparing for over the last 18 years. As...
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...
