by kpetersen | May 23, 2025 | Financial Insight
For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...
by kpetersen | Dec 17, 2024 | Financial Insight
Will the real yield curve please stand up? On the game show “To Tell the Truth”, we could find out in a 30-minute episode which of three contestants was being honest. Unfortunately, when it comes to the economy, things don’t tend to come together that quickly. While...
by kpetersen | Nov 19, 2024 | Financial Insight
What year did Coca-Cola launch its famous Santa Claus ad campaign? 1921 1931 1941 1951 See the answer below! The pause that refreshes In 1929, Coca-Cola launched this famous slogan as part of a radio marketing campaign in the midst of the Great Depression. Given the...
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...
