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...
by Kelly Petersen | Aug 5, 2025 | Financial Insight
From online banking and cryptocurrency to social media profiles and cloud-stored photos, digital assets are an undeniable part of our lives. But have you considered what happens to your virtual wealth when you’re no longer here? Just like your physical property,...
by Kelly Petersen | Jul 29, 2025 | Financial Insight
MARKET UPDATE So much for the lazy days of summer. With two quiet weeks on the economic data front, markets have quietly (but confidently) moved to new highs with a backdrop of stable and improving economic conditions and a strong start to Q2 earnings season, as shown...
by Kelly Petersen | Jul 15, 2025 | Financial Insight, Quarterly Investment Update
Executive Summary GDP rebounded in Q2 with a +2.6% annualized growth rate, following a shallow Q1 contraction. Much of the strength came from inventory restocking ahead of tariffs. Core PCE inflation remains sticky at 2.7%, while the labor market continues to soften....
by Kelly Petersen | Jul 9, 2025 | Financial Insight
We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...
