by kpetersen | Mar 13, 2024 | Financial Insight
Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of those off-limits topics of discussion, but it shouldn’t be. According to a Wells Fargo Wealth & Investment...
by kpetersen | Mar 8, 2024 | Financial Insight
First, it was Dolly Parton “Workin’ 9 to 5.” Then, it was Tommy and Gina, who were working on the docks and at the diner all day, respectively. Whether we are talking about musical icons like Dolly Parton and Bon Jovi or the markets, it is all about labor. And this...
by kpetersen | Feb 29, 2024 | Financial Insight
When it comes to your retirement nest egg, we have some good news and some bad news. Which would you like to hear first? Good News? The market’s performance last year created record-breaking year-end balances in many individual retirement accounts, or IRAs. As of...
by kpetersen | Feb 21, 2024 | Financial Insight
As the Rolling Stones once put it, “a storm is threatening… if I don’t get some shelter… I’m gonna fade away.” That pretty much sums up the pivotal event from last week. But markets, to their credit, refused to fade away. US CPI came in...
by kpetersen | Feb 15, 2024 | Financial Insight
It starts with simple memory loss, which we dismiss as “senior moments.” Then, it evolves into difficulty with familiar tasks, forgetting words, confusion and disorientation. Cognitive decline is ruthlessly pervasive in America today. According to the Alzheimer’s...
by kpetersen | Feb 7, 2024 | Financial Insight
There’s something happening here, but what it is ain’t exactly clear. The late, great Buffalo Springfield could have been describing the markets because action last week was indeed very curious. Overall, the week was dominated by commentary from the...
