by Kelly Petersen | Dec 3, 2025 | Financial Insight
The 2025 Tax Act reshapes how individuals can deduct charitable gifts, introducing new thresholds, timing considerations, and deduction limits that meaningfully impact anyone who donates consistently or in meaningful amounts. While charitable giving remains a powerful...
by Kelly Petersen | Nov 18, 2025 | Financial Insight
As the first frost of November settled in, markets reflected both a sense of relief and ongoing caution. While toasting the end of America’s longest government shutdown, markets also braced against fresh headwinds from Federal Reserve comments that tempered...
by Kelly Petersen | Nov 12, 2025 | Financial Insight
Thinking about moving to a lower-tax state or splitting time between homes? Relocating can open new opportunities, but it can also trigger unexpected audits, taxes, and legal hassles. Here are five common traps to avoid (and how we can help you plan ahead). 1. Your...
by Kelly Petersen | Oct 16, 2025 | Financial Insight
As the year winds down, it’s natural to reflect on what truly matters, and for many, that includes giving back. Whether your goal is to support causes close to your heart or make a lasting difference in your community, year-end philanthropy is an opportune time...
by Kelly Petersen | Oct 15, 2025 | Financial Insight
Have you ever driven down the street with the parking brake on? With all the new technology in cars these days, this is harder to do now, but when I learned to drive in my 1995 Eagle Talon, it was easy to forget that hand brake. Next thing you know, your foot is on...
by Kelly Petersen | Oct 10, 2025 | Financial Insight, Quarterly Investment Update
In a 1997 Finals huddle, with the game on the line, everyone assumed the last shot would go to the greatest scorer on the floor. Instead, Michael Jordan told Steve Kerr to “be ready” – and the role player hit the winner. This year’s market has felt like that...
