by kpetersen | Oct 22, 2024 | Financial Insight, Quarterly Investment Update
Despite some volatility in the middle, this was another great quarter for both stocks and bonds! For the first time in a long time, the US Aggregate Index outperformed the S&P 500, returning 5.81% vs 5.25% for the S&P. A lot happened over the last three months...
by kpetersen | Oct 17, 2024 | Financial Insight
With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024. The isolated location. The mysterious stranger. That frightening, daunting, and suspenseful feeling. In October, taxes can feel a lot like a movie, but instead of the...
by kpetersen | Oct 9, 2024 | Financial Insight
The Charles Dickens novel A Tale of Two Cities was set in which historical period: A. Spanish Inquisition B. French Revolution C. American Revolution D. Peloponnesian War E. Roman Empire See the answer below! “It was the best of times. It was the worst...
by kpetersen | Sep 24, 2024 | Financial Insight
When was the last time the Fed cut interest rates? A. 1994 B. 2008 C. 2016 D. 2020 See the answer below! Last week, the Federal Reserve cut interest rates by 50-basis points. But why, what does it mean for you, and… what’s next? Read on to find out. Why? The...
by kpetersen | Sep 12, 2024 | Financial Insight
Imagine your financial portfolio as a toolbox. Inside, you have a variety of tools, each designed to serve a specific purpose. You might have a hammer for construction, a screwdriver for repairs, and a wrench for tightening bolts. And to top it all off, you have your...
by kpetersen | Sep 6, 2024 | Financial Insight
When was the first Labor Day? A. 1776 B. 1862 C. 1882 D. 1982 See the answer below! The first Labor Day was celebrated in New York City to honor the contributions of laborers across the five boroughs. It was a day to reflect and honor the men and women who...
