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...
by Kelly Petersen | Oct 7, 2025 | Financial Insight
The first government shutdown occurred in May of 1980. Including that instance, the government has shut down 10 other times in the last 45 years, with the current shutdown being number 11. Examining history and data, the equity markets are largely unaffected by...
by Kelly Petersen | Sep 30, 2025 | Financial Insight
A famous first lady once said: “There are only four kinds of people in the world: those who have been caregivers; those who are currently caregivers; those who will be caregivers; and those who will need a caregiver.” With people living longer, the...
by Kelly Petersen | Sep 25, 2025 | Financial Insight
Market Update “Life is like a box of chocolates, you never know what you’re gonna get.” The wise advice from the 1994 blockbuster hit Forrest Gump has become a hallmark for accepting the unexpected. But maybe unbeknownst to Forrest, when you buy a...
by Kelly Petersen | Sep 3, 2025 | Financial Insight
We all grew up with the story of the Three Little Pigs. The first two focused on speed and ease, building homes from straw and sticks, only to discover they had no way to defend themselves from the Big Bad Wolf. The third pig took the time to build his home with...
by Kelly Petersen | Aug 25, 2025 | Financial Insight
MARKET UPDATE The Intertropical Convergence Zone of the oceans is located between 5 degrees north and 5 degrees south. Here, the northeast and southeast trade winds converge, resulting in very calm and light surface winds. Due to the becalming of ships, sailors dubbed...
